For the past twenty years, I have been committed to structuring our business as an investment fiduciary, one where the true best interest of the client is at heart.
The tenaciously objective approach I employ with HFM is exactly the same as the process I take with flying. A wrong decision in the air can result in grave consequences. Like with investing, there are many unpredictable circumstances for which we have no control – extrinsic forces. The risk/reward trade-offs can be controlled to a degree. Beyond that, everything else is left to experience and preparedness.
Over the last 50 years and 3700+ hours of flying, I continually have to attend flight proficiency training classes and stay fresh with equipment and technology. At the end of the day, the smallest mistake can become disproportionately important. HFM incorporates the same determination and objectivity in keeping your investment program on track. We understand that your financial nest egg is a top priority, and if it is not given the proper guidance, can result in flying off course or worse. Just as in my flight career, the team at HFM practices continual training, monitoring, and development in preparation for economic uncertainties. We believe that our preparedness as a financial pilot enables our clients to sit back and enjoy the journey.
Dario was Vice President, Sales at Smith Barney & Co., Inc. for 12 years. Invited by Kidder, Peabody, & Co. to co-found a Hartford branch of their brokerage, Dario remained with Kidder for 9 years, becoming a Senior Vice President servicing the needs of both institutional and individual clients. In 1989 Dario founded the broker-dealer Hartford Financial Group, Inc. as well as the investment advisory firm of Hartford Financial Management, Inc., to which the business has transitioned over the years. He maintains overall responsibility for the firm in its current activities as an investment advisor as well as its client relationships, and he also provides client portfolio management.
Education: M.B.A., Finance, Columbia University;
B.A., Literature, Middlebury College.
Eric B. Anderson, CFA
Director of Equity Research & Senior Portfolio Manager
Eric began his career in the investment department of the Hartford Steam Boiler Inspection and Insurance Company. He later worked within the equity research unit of the Connecticut Bank & Trust Company. In 1986, Eric joined Hartford National Bank, the predecessor of Shawmut Investor Advisors, and achieved the position of Vice President in the equity research department during a tenure of 10 years at Shawmut and its successor, Fleet Bank. He is a current member of the CFA (Chartered Financial Analyst) Institute and the Hartford Society of Financial Analysts (HSFA) and is a past president and board member of the HSFA. Eric joined Hartford Financial Management, Inc. in 1996 as the firm’s Director of Equity Research. Eric’s daily activities include client portfolio management and coordinating the flow and sources of equity research, assessing economic-equity data, as well as recommending current stock selections.
Education: B.A., Economics, Trinity College.
Joseph V. Buszka
Senior Director of Institutional Services
Joe’s career includes 19 years at several western New York area financial institutions, concluding with his role as Director of Liability Management at Goldome Bank. Prior to joining Hartford Financial Management Inc. in 1994, Joe was a Managing Agent with the Resolution Trust Corporation (RTC), where he had overall management responsibility at institutions that had been placed in the conservatorship. Joe oversees the overall relationship with our institutional clients, and develops investment programs and asset-liability management strategies for financial institutions.
Education: M.B.A., Finance, Canisius College;
B.S., Economics, Canisius College.
G. Barrett Simson, CFA
Manager of Institutional Services
Barry began his career at Old Kent Bank before pursuing a master’s degree in business. After graduate school he worked at Hartford National Bank and successor companies, Connecticut National Bank, Shawmut Bank, and Fleet Bank, for 15 years, specializing in capital markets instruments. His responsibilities included managing various bond investment and mortgage loan portfolios and the securitization of consumer assets. Prior to joining Hartford Financial Management Inc. in January of 1998, he was Director of Bank Financial Management at Rioux Brown & Company, LLC in Burlington, CT. Barry is a member of the CFA institute and the Hartford Society of Financial Analysts. His duties include managing all fixed income assets, the coordination of all institutional services, and client portfolio management.
Education: M.B.A., Finance, Johnson Graduate School of Management at Cornell University;
B.A., Economics, University of Massachusetts.
Laurence P. Brundage, CFA
Manager of Investment Services
After having served in the U.S. Submarine Force, Larry began his investment career at Travelers Insurance in 1985 as a fixed income securities analyst and advanced to portfolio manager, responsible for $4.5 billion of fixed income investments. In 1994, he joined Peoples Bank as a Vice President, managing, analyzing and trading their bond portfolio. Larry joined Salomon Smith Barney in 1996 where, as a financial consultant, he worked with individuals as well as small business and non-profit organizations, managing and providing investment advice. He is currently a member of the CFA Institute and the Hartford Society of Financial Analysts. Larry joined Hartford Financial Management, Inc. in 2002 and is responsible for managing portfolios and developing financial plans.
Education: M.B.A., Finance, University of Connecticut;
B.S., Mathematics, United States Naval Academy.
Ann E. Cohen
Following work in the social services, Ann joined the Hartford office of Kidder, Peabody and Co., Inc., where she first worked with Dario Quiros and provided administrative and operational support in the brokerage environment for several years. After time away to earn a master’s degree in Finance, in 1989 Ann rejoined the industry, taking a position with the newly formed investment advisory firm Hartford Financial Management. Ann’s current responsibilities as an officer of the firm include business operations, internal accounting and reporting, human resources, and regulatory compliance.
Education: M.B.A., Finance, University of Connecticut;
B.A., Psychology, Wesleyan University.
Lynn A. Jones
Manager of Operations
Lynn built her broad range of in-depth operational, portfolio administration, client service, and securities processing and accounting expertise over a 12-year career before joining Hartford Financial Management, Inc. in 2002. Lynn worked most recently as Administrative Officer of a local hedge fund. Prior to that, she was fixed Income Operations Supervisor for Aeltus Investment Management, Inc. and Portfolio Assistant for Aetna Life Insurance and Annuity Company. Lynn’s responsibilities with HFM include managing our portfolio management system, individual client reporting, trading and portfolio management support, as well as managing operational workflow and client account administration.
Education: A.S. Business Administration, Tunxis Community College;
Has completed Liberal Arts courses at Wheaton College and Finance and Securities Analysis courses at Quinnipiac College.
Kevin C. Quiros
Manager, Client Communications
Kevin re-joined Hartford Financial Management in 2010 as Manager of Client Communications. Kevin began his career at HFM, Inc. as an administrative and operational support person. During his tenure at Hartford Financial Management, Inc. between 2000-2004, Kevin completed his MBA in Finance/Marketing. After graduate school, he pursued entrepreneurial interests before settling down with ING Investment Management as a senior accounting analyst in 2008. At HFM, Kevin produces informative content, assisting with client relationship management, corporate retirement plans and public relations.
Education: B.A., Economics, University of Vermont;
M.B.A., Finance/Marketing, University of Connecticut.