About Us

About Us

Bridgeport Asset Management is an independent asset management firm that offers financial advisors and smaller institutional investors access to the Endowment Model investing strategy.


Access to a Whole New World Of Investing

We offer investors access to a truly diversified and innovative asset mix with the aim of maximizing investment returns, while minimizing portfolio volatility. Providing access to a whole new world of investing allows investors to lessen their reliance on publicly traded stock and bond markets and reduce overall portfolio volatility.

OUR TEAM

We have a team of professionals dedicated to helping meet investors goals.
John FisherCFA, CPA, CA, MBA
President and Chief Investment Officer
Boyan LepoevCFA, MFin
Portfolio Manager
Stephanie Charette-Kremer
Head, Distribution & Marketing
Tom FelkaiCA, CPA
Chief Financial Officer
Bill TakharCPA
Manager, Finance & Operations
Brandon Teteruck
Content & Digital Marketing Associate
Mark YestrauCFA
Client Portfolio Manager
Michelle WooCIM
Manager, Client Administration
Mariana Santiago
Manager, Client Services

WHO WE WORK WITH

OUR PARTNERS

We are committed to providing you with the highest level of service through our strong relationships with leading industry partners.