Bradley, Foster & Sargent has completed a merger with Napatree Capital. The former Napatree Capital will maintain its offices in Longmeadow and Westerly, R.I.
BFS also has offices in Hartford, Litchfield and Stonington, Conn., Delray Beach, Fla., Wellesley, Portland, Maine, and Chicago. BFS is a Barron’s Top 100 RIA Firm with approximately $8 billion in client assets under management and was recently named one of the Hartford Business Journal’s Best Places to Work for a third consecutive year.
Napatree Capital team members joining Bradley, Foster & Sargent following a merger of the two investment firms are Aaron Simmons, Jeffrey Liguori, Matthew R. Landon and Michael Moses.
Napatree Capital was founded by Liguori in 2018, where he served as managing partner and chief investment officer, and currently has approximately $350 million in assets under management. Liguori joins BFS as an executive vice president and portfolio manager following the merger.
Liguori and Aaron Simmons, a member of the Napatree team who is also joining BFS as a portfolio manager through the merger, previously worked with BFS CEO and President Galan G. Daukas and other members of the BFS team in past roles at People’s United Advisors and Washington Trust Investors. Daukas, Liguori and Simmons all grew up in Westerly.
In addition to Liguori and Simmons, chartered financial analyst Matt Landon, a partner at Napatree Capital, will bring his more than 25 years of investment experience to BFS as a portfolio manager. Mike Moses, who is a chartered market technician and capital markets and securities analyst with over 25 years of investment experience, joins BFS as a securities trader.
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The Healey-Driscoll administration announced it has launched a two-year $25 million scholarship program for graduate students completing degrees or certificates in behavioral health fields. Applications are now open for the first round of scholarship funds, totaling $12 million for the 2024-2025 academic year. Awards will be retroactive to the fall 2024 semester.
Eligible study areas include, but are not limited to, graduate degrees and certificates in social work, mental health counseling, substance use counseling, and mental health nursing programs. Under this scholarship program, students may be awarded up to $12,500 for tuition, fees and stipends for each academic year in which they are enrolled, with a maximum of $25,000 per student across two academic years. Scholarship recipients must commit to working in Massachusetts for up to two years. Students may learn more and apply at www.mass.edu/osfa/programs/behavhealthscholarship.asp.
