Rick Bleser
Trading-Equity at St. Germain Investment Management, Inc.
Profile
Mr. Richard R.
Bleser is a Vice President & Portfolio Manager at St. Germain Investment Management, Inc. He manages investment portfolios, assists with trading and performs analytical duties on both the fixed income and equity sides.
He brings key experience and knowledge in fund analysis and portfolio management.
Previously, Mr. Bleser was with Berkshire Bank Wealth Management in Lenox, MA as Senior Vice President & Chief Investment Officer.
Before that, he was at Meridian Capital Partners, Inc., where he was responsible for macroeconomic, S&P 500 and hedge fund analysis.
Prior to Meridian, Mr. Bleser was an equity analyst with Paradigm Capital Management, Inc., where he generated long and short investment ideas in the small-cap specialty retail, leisure and technology distribution sectors.
He began his career as a client analyst with The Ayco Company, A Goldman Sachs Company.
Active within the community, he is involved with nonprofits.
He holds a BS degree in Economics as well as one in Business Administration from the State University of New York at Albany.
Rick Bleser active positions
| Companies | Position | Start |
|---|---|---|
St. Germain Investment Management, Inc.
 St. Germain Investment Management, Inc. Investment ManagersFinance St. Germain Investment Management, Inc. (St. Germain Investments) is a SEC-registered investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 2010 and is a wholly owned subsidiary of D.J. St. Germain Co., Inc. St. Germain Investments provides discretionary investment management (portfolio management) services for individuals, businesses, non-profit charitable organizations, and institutional clients, as well as financial planning assistance. | Trading-Equity | - |
Former positions of Rick Bleser
| Companies | Position | End |
|---|---|---|
The Ayco Co. LP
 The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Corporate Officer/Principal | - |
Meridian Capital Partners, Inc.
 Meridian Capital Partners, Inc. Investment ManagersFinance Founded in 1996, Meridian Capital Partners, Inc. is a hedge fund manager located in Albany, New York. The firm is affiliated with Meridian Diversified Fund Management LLC and Meridian Diversified Fund LLC, both SEC-registered investment advisors. | Corporate Officer/Principal | - |
Paradigm Capital Management, Inc.
 Paradigm Capital Management, Inc. Investment ManagersFinance Paradigm Capital Management, Inc. (Paradigm) is a SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. The firm was founded by Candace Weir in 1994 and is a wholly owned subsidiary of Paradigm Capital Holdings, Inc. Paradigm offers investment advisory services primarily to corporations, pension and profit-sharing plans, foundations, individuals, investment funds, trusts and individuals (which include high net-worth individuals), other separate accounts, and pooled investment vehicles such as private investment limited partnerships. | Corporate Officer/Principal | - |
Berkshire Bank (Private Banking)
 Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients. | Portfolio Manager-Equities | - |
Training of Rick Bleser
| State University of New York at Albany | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Berkshire Bank (Private Banking) (Berkshire Bank-PB) is the private banking division of Berkshire Bank, itself a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB). The firm is headquartered in Pittsfield, Massachusetts with offices in Connecticut, Vermont, Pennsylvania, New York, New Jersey and Rhode Island. Founded in 1846, Berkshire Bank-PB provides various private banking solutions to wealthy clients. | Finance |
Meridian Capital Partners, Inc.
Meridian Capital Partners, Inc. Investment ManagersFinance Founded in 1996, Meridian Capital Partners, Inc. is a hedge fund manager located in Albany, New York. The firm is affiliated with Meridian Diversified Fund Management LLC and Meridian Diversified Fund LLC, both SEC-registered investment advisors. | Finance |
Paradigm Capital Management, Inc.
Paradigm Capital Management, Inc. Investment ManagersFinance Paradigm Capital Management, Inc. (Paradigm) is a SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. The firm was founded by Candace Weir in 1994 and is a wholly owned subsidiary of Paradigm Capital Holdings, Inc. Paradigm offers investment advisory services primarily to corporations, pension and profit-sharing plans, foundations, individuals, investment funds, trusts and individuals (which include high net-worth individuals), other separate accounts, and pooled investment vehicles such as private investment limited partnerships. | Finance |
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
St. Germain Investment Management, Inc.
St. Germain Investment Management, Inc. Investment ManagersFinance St. Germain Investment Management, Inc. (St. Germain Investments) is a SEC-registered investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 2010 and is a wholly owned subsidiary of D.J. St. Germain Co., Inc. St. Germain Investments provides discretionary investment management (portfolio management) services for individuals, businesses, non-profit charitable organizations, and institutional clients, as well as financial planning assistance. | Finance |
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