SKY TEAM
Kendall Bolt
Kendall is the CEO of SKY and a passionate advocate for helping families achieve clarity, confidence, and peace of mind in their financial lives. He brings a unique blend of institutional finance experience, military leadership, and a deep personal commitment to service. Before joining SKY, Kendall advised Fortune 500 and privately held companies as an investment banker at Bank of America Securities, where he led mergers & acquisitions, IPOs, and capital raises across the industrial and infrastructure sectors. His career began as a U.S. Navy Surface Warfare Officer, where he served in multiple leadership roles and developed the values that continue to guide his work today.
Kendall holds a B.S. in Economics from the United States Naval Academy, where he was the captain of the baseball team. Clients value his thoughtful, disciplined approach and his ability to simplify complex financial decisions. He’s known for listening closely, putting clients’ goals first, and building lasting relationships rooted in trust.
Kendall lives in Fairfield, Connecticut with his wife Madison, their son Hudson, and daughters Marlowe and Demi. He enjoys coaching youth baseball on the weekends and attending local events with his family.
Robert Bingham
Bob is the Founder and Chief Investment Officer of SKY. He has forty years of experience managing equity and fixed income portfolios for individuals, families, businesses and charitable organizations. Prior to founding SKY in March of 2005, he was a Senior Vice President with UBS Financial Services and its predecessor, PaineWebber.
Bob holds a BA in Mathematics and Economics from Middlebury College. He is a Chartered Financial Analyst and a member of the New York Society of Security Analysts and the CFA Institute. He serves on the finance committee of St. Albans Church in Simsbury, CT., on the Board of Visitors for the McLean Hospital and has been active in the Simsbury Land Trust. In his free time, he enjoys fly fishing, skiing and golf.
John Wright
John worked previously at Fox-Pitt, Kelton where he advised institutional investors on their investments in the financial services sector. John has over forty years of experience in this sector, first at Keefe, Bruyette & Woods, and then as an analyst and hedge fund manager at George Weiss Associates.
John holds an MBA from Dartmouth’s Tuck School of Business and received his BA in Economics and French from Middlebury College. Previously, he served as a board member of the 10th Mountain Division Foundation in Denver, CO, the Bank of Virginia in Richmond, VA., the Investment Committee of the Hartford Foundation for Public Giving, and the First Church of Christ in Simsbury, CT where he was a Church Elder and Treasurer.
Jared P. Soper
Jared has over 35 years of experience in all aspects of investment management. Prior to joining SKY Investment Group, he worked as a portfolio manager at Olson Mobeck & Associates and YHB Investment Advisors. In addition to his investment advisory work, he has extensive experience in family office matters, including succession and trusteeship.
Jared is a past member of the Board of Finance of Glastonbury, CT, which he chaired for 3 years. He is a graduate of the University of Denver and earned a master’s degree in Economics from Colorado State University. Jared is a lifelong golf enthusiast. Recently he has been involved with Fairways for Freedom, an organization that supports combat wounded veterans through golf.
Catherine Mullen
Catherine has been with SKY since 2016. As a portfolio manager, she works with clients to organize their investment and financial affairs, and tailor client portfolios to meet their financial objectives, risk profiles, and changing needs. She works with a variety of clients including many of the firm’s next generation of clients and non-profit organizations. Catherine’s interests include female investment literacy and financial competency. She enjoys engaging with the next generation of client families to help build their investment and wealth stewardship knowledge base.
Catherine is a graduate of Williams College where she received a BA in Biology. She has a professional background in biology research and drug development, and is especially interested in companies within the healthcare sector. Prior to joining SKY, Catherine taught as an AmeriCorps teacher at Covenant Preparatory School, an all-boys private tuition-free middle school in Hartford, CT. Her interests include running, yoga, cooking, all things New England, and spending time with her numerous nieces and nephews. She is currently learning to play golf.
Tyler Waterman
Tyler has been a member of SKY since 2010. In addition to his portfolio management responsibilities, Tyler leads the firm’s investment research initiatives, evaluating a broad range of investment opportunities to inform clients’ portfolio strategies. Tyler is a graduate of Worcester Polytechnic Institute where he received a BS in Chemical Engineering.
RJ Pye
RJ joined SKY in June of 2020 following his graduation from the University of Connecticut where he majored in Finance. RJ is passionate about disciplined and growth focused equity investing, having bought his first stock when he was 12 years old under the tutelage of his grandfather. RJ is also well-versed in fixed income and works tirelessly on behalf of SKY clients to optimize their portfolios to meet cash flow, duration, and credit quality objectives. Besides investing, he enjoys skiing, boating, and golf.
Bonnie Brooks
Bonnie has over thirty years of experience in the financial industry, specializing in client service. Prior to joining SKY, she worked at UBS Financial Services in various positions including Operations Manager, Administrative Manager and Stock Option Administrator. At SKY, her primary responsibilities include addressing clients’ operational needs by coordinating with external custodians. Bonnie’s other interests include visiting family throughout New England, experimenting with new recipes and spending time with her rescue dog.
Kayce Barrett
Kayce joined SKY from Aetna where she worked for 14 years. Prior to working at Aetna, she worked at UBS Financial Services where she was an Account Administrator. She has 30 years of Project Management and Operational experience in the Software, Finance, and Healthcare industries.
Margaret Hubbard
Peggy has been a part of SKY since its inception in 2005. Prior to joining the firm, she spent nine years with UBS Financial Services. At SKY, she oversees the management and maintenance of the firm’s data, systems, and administrative platform.
She earned her BA in Mathematical Sciences from Connecticut College. Peggy has also served as a board member and treasurer for a local daycare center, and more recently, as treasurer for a local high school’s Safe Graduation party.
Anabela Andrade
Ana joined the SKY team in 2019. In her current role, she supports data and system maintenance as well as client management.
Before entering the investment management industry, Ana spent over 20 years in retail, including a decade as the store manager of the successful Country Curtains location in Avon, Connecticut.
She holds a certification in Travel and Tourism from the Morse School of Business in Hartford, Connecticut, and is fluent in Portuguese.
Lauren Bentacourt
Lauren joined SKY full-time in May 2023. She holds a B.S. in Business Administration with a major in Finance from the University of Rhode Island. Prior to her full-time role, Lauren interned at SKY during the summer and continued working part-time throughout her senior year. She supports the firm’s data and systems operations, including daily processing, reconciliation, and trading activities, and also contributes to SKY’s investment research.
William Newman
Bill joined SKY after twenty years with a multi-faceted family business. Bill has extensive experience in “family office” issues, including tax, investment, residency, real estate, generational and asset transition matters. Bill has served on the boards of the Noah Webster House/West Hartford Historical Society and the Park Road Playhouse. Bill graduated from Connecticut College with a BA in American Studies and Twentieth Century History.
James Barrett
Jim was formerly with UBS Financial Services before starting his IT consulting firm, JBIT Consulting. Jim has over twenty years of investment industry and technology platform experience and has helped SKY with technology-related matters since its inception in 2005.
Why Choose SKY?
At SKY, we believe that you are best served by having an investment manager who knows you personally, listens to your concerns, and tailors your portfolio to meet your specific financial needs.
- SKY is privately held.
- We invest directly in stocks and bonds usually avoiding hedge funds and mutual funds.
- Our compensation is based on a percentage of assets managed, not on sales commissions.
- We pride ourselves on customer service.
