Meet the Team

Christopher Sargent
Christopher Sargent
Principal and Financial Advisor

Christopher began his career at Auchincloss, Parker and Redpath in 1966 and remained with the firm through its successors.

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Brian McGregor
Brian McGregor
Principal and Financial Advisor

Brian began his career on Wall Street in 2003 working with Deutsche Bank’s institutional clients on both the firm’s stock and equity portfolio platforms.

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Ricardo Rosenberg
Ricardo Rosenberg
Principal and Financial Advisor

Ricardo brings over 38 years of investment management experience. Prior to starting his career in the financial industry, Ricardo was a Senior Economist at the IMF.

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Susette Kirkpatrick Gustini
Susette Kirkpatrick Gustini
Vice President and Financial Advisor

Susette Kirkpatrick Gustini has enjoyed a 43-year career in personal and institutional wealth management.

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Edward Giese
Edward Giese
Vice President and Financial Advisor

Ed is Vice President and Financial Advisor with the Sargent Investment Group. He brings a breadth of knowledge in portfolio management, working with clients to develop comprehensive investment strategies and wealth planning solutions that meet their specific needs and financial goals.

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Samuel Beach
Samuel Beach
Senior Vice President and Relationship Manager

Samuel F. Beach is a Senior Vice President and Relationship Manager with the Sargent Investment Group.

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Mary Harte
Mary Harte
Vice President of Operations

Mary is Vice President at Sargent Investment Group and oversees the firm’s operations as its Director.

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Tommy Healy
Tommy Healy
Associate Vice President and Financial Advisor

Tommy currently serves the team as an equity trader, performs investment analysis & research, assists with client portfolio management, and works with the group’s Principals to design investment and retirement plans to meet clients’ financial & life goals.

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Lilly Adams
Lilly Adams
Client Relations Manager

Lilly is a Client Relations Manager with the Sargent Investment Group. Prior to joining the Group, Lilly served as financial and program management advisor to the Department of Navy and National Institutes of Health.

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Suzanne Small
Suzanne Small
Senior Client Relations Associate

Suzanne has over 25 years in the financial industry and has worked exclusively with Ricardo and his clientele for approximately 20 of those years.

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Terry Schafer
Terry Schafer
Chief Compliance Officer

Terry has been in the financial services industry for over 35 years, and was most recently the Chief Operating and Financial officer for Wealthcare Capital Management.

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“At Sargent Investment Group our clients rely on us to achieve their individual investment objectives, through various market cycles regardless of focus.”

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Contact Us

info@sargentinvestmentgroup.com

202.580.6400

Sargent Investment Group
7250 Woodmont Avenue, Suite 260
Bethesda, Maryland 20814