Stephen W. Bright, CFA

As a Senior Portfolio Manager, Steve manages stock and bond portfolios for high-net-worth individuals and non-profit organizations. He is also a member of the teams providing equity and mutual fund research. 

Experience

Steve began his career with Travelers Insurance as a Private Placement Bond Analyst and Fixed Income Portfolio Manager. At Allmerica Financial, he worked with a national pension consultant performing due diligence on equity and fixed income managers. Prior to joining People’s United Wealth Management in 2014, Steve worked in bank trust departments. He led the investment groups at the Trust Company of Connecticut and NewAllianceBank. Steve has financial services industry experience since 1986.

Professional Designation

Chartered Financial Analysts (CFA)

Affiliations

•CFA Society of Hartford
•Former Chair and longtime member of the Investment Committee of the UCC
•Investment Committee
•First Congregational Church of Vernon, Board of Finance

 

Education

Middlebury College, bachelor’s degree

University of Virginia Darden School of Business, MBA

Contact Info

860.280.2689

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Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

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