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.
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.
Chartered Financial Analysts (CFA)
- 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
Middlebury College, bachelor’s degree
University of Virginia Darden School of Business, MBA