CARL R. SARGENT, CFA Chief Compliance Officer

Carl began working at The de Burlo Group, Inc. since May of 2010 as the Chief Compliance Office.  Carl has been involved in the investment management business since 1980 when he joined Babson United Investment Advisors as a consultant to individual investors in Boston.  There he worked with the firm for 13 years.  During his tenure he became Research Director, equity analyst, and client communicator.  Much of his research activities were following the banking and healthcare industries.


In 1993, Carl joined Choate Investment Advisors in Boston as an equity analyst and portfolio manager.  He worked directly with the trustees and clients on over 140 portfolios with $280 million in assets.  The firm had over $3 billion in assets at the time of his departure in 2006.  In addition, Carl was Chief Compliance Officer for the firm for the last year and a half.   


Carl graduated with a liberal arts degree in 1974 from the University of Denver.  In 1996, he completed the Chartered Financial Analyst (CFA) program.  He is a member of the Boston Security Analysts Society, and The CFA Institute.  


Carl currently resides in Boston and is an avid bicyclist and gardener.  His proximity to rail transportation coupled with his bicycle has kept his carbon foot print at a minimum, a personal priority.  

Assisting indivuals, corporations & religious/non-profit organizations with financial investing,

 across New England, for the past 30 years!