Christopher T. Sargent, CMT^®

As a portfolio manager and research analyst in our Portland, ME office, Christopher is dedicated to helping clients achieve their investment goals through comprehensive wealth planning and investment management. He conducts in-depth company research, builds financial models, and generates high-conviction investment ideas. Christopher specializes in creating tailored solutions, providing valuable insights, and identifying innovative opportunities that align with each client’s unique objectives. With a strong emphasis on thorough analysis and a personalized approach, he ensures that clients receive investment strategies specifically designed to meet their needs. Christopher is a Chartered Market Technician®.