Jeff Agne

Managing Director

Jeff is a member of our Large-Cap team and is a portfolio manager for our US Large-Cap Core and US Large-Cap Value strategies. Jeff has been with the Firm since 2015 and in the industry since 2001. Previously, he served as a co-portfolio manager for the Global Focus strategy at PineBridge Investments. He was also an Equity Research Analyst at Banc of America Securities and Schwab Soundview Capital Markets, and a Consultant for FactSet Research Systems. Jeff earned a BS from the University of Vermont and an MBA from New York University’s Stern School of Business.

Equities

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Navigating the Outlook for U.S. Equities

Investors grapple with uncertainty despite upward earnings revisions.

By Jeff Agne |June 21, 2021

5 min read

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Equities

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Equities’ Climb Could Continue

Economic momentum would support market upside.

By Jeff Agne |June 14, 2021

4 min read

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