About Us | Team

Investments: Trading


The Trading team’s primary focus is looking for opportunities daily in both the primary and secondary markets, while maintaining a close working relationship with a broad national network of broker-dealers. Breckinridge’s traders’ expertise and experience gives the Portfolio Managers the flexibility to implement the various strategies managed by the firm. Biographies of the Trading team can be viewed below.

>> Lisa Winslow, Senior Trader
>> Anthony Greco, Trader
>> Sara Chanda, Trader