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Jeff Bagley
Gestionnaire de Portefeuille-Actions chez
Fiduciary Trust Company International of Pennsylvania
Profil
Jeffrey Michael Bagley is Managing Director & Senior Portfolio Manager at Fiduciary Trust Company International of Pennsylvania since 2024.
Former roles include Vice President & Portfolio Manager at The Haverford Trust Co. (2010–2024), VP, Senior Research Analyst & Portfolio Manager at Haverford Financial Services, Inc. (2010–2024), Senior Vice President at Davidson Trust Co. (2009), Senior Equity Analyst at Value Line, Inc., Portfolio Manager at Drexel Morgan Capital Advisers, Inc., Senior Investment Analyst at The Vanguard Group, Inc., Analyst at Natwest Securities Corp., Research Analyst at Schroder & Co., Inc. Education includes an MBA from Fordham University (1995) and an undergraduate degree from The State University of New York (1989).
Postes actifs de Jeff Bagley
| Sociétés | Poste | Début |
|---|---|---|
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments. | Gestionnaire de Portefeuille-Actions | 01/02/2024 |
Anciens postes connus de Jeff Bagley
| Sociétés | Poste | Fin |
|---|---|---|
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to maximize returns while minimizing risk throughout the entire market cycle. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. | Analyst-Equity | - |
Haverford Financial Services, Inc.
 Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach. | Analyst-Equity | 01/02/2024 |
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Davidson Trust Co.'s equity and fixed-income investment disciplines provide clients with a conservative, long-term approach to investing. Davidson Trust is a GARP investor. Their research focuses on successful companies with solid competitive positions, sound financial controls and the outlook for above average earnings and sales growth over a three to five year time horizon. After identifying a company, they apply a separate methodology to determine the appropriate valuation of the stock of the company. They seek to purchase attractive companies at attractive prices. This continuing focus on valuation levels is useful in initiating positions and in signaling the need to trim or sell positions. Though not limited by sector, Davidson Trust Co. tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm maintains a very low turnover rate. The firm's equity investment process seeks companies with at least $1 billion in market-cap and annual sales of at least $200 million. Next, they focus on both qualitative and quantitative aspects of a company. They we examine companies for industry attractiveness, market dominance, quality of management, pricing power and investment research and development. Davidson Trust also sets minimum hurdles for earnings per share growth, sales growth, return on equity and projected earnings per share growth. This process identifies approximately 120 stocks, which they refer to as the Davidson Master List. Fixed-income investments are selected for appropriate maturity, sector exposure and call protection in the context of a client's time horizon and tax circumstances. Portfolios are structured to meet each client's objectives and are monitored for continuing suitability as changes occur in the capital markets. The credit quality of each fixed-income investment is evaluated prior to purchase and on a continual basis. Economic indicators, industry prospects and structure for each bond issue are examined regularly to determine the safety of principal and interest. The firm structures bond portfolios within the context of a defined market benchmark to achieve a reasonable return while minimizing market risk and price stability. | Corporate Officer/Principal | 31/12/2009 |
Drexel Morgan Capital Advisers, Inc.
 Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance DMCA is a global, value investor that believes informed asset allocation, careful manager selection, and disciplined risk management are vital to maintaining balance in a portfolio. The firm seeks good value in underlying earnings as well as earnings growth, combining value and growth components in client portfolios diversified across multiple asset classes and geographies. Ultimately, they believe that long-term growth is best achieved by reducing volatility to achieve smoother returns and avoiding severe declines. DMCA considers a wide range of asset classes and geographic regions in constructing portfolios, including those asset classes likely to produce excess returns unrelated to the equity market. | Gestionnaire de Portefeuille-Actions | 30/06/2007 |
| VALUE LINE, INC. | Corporate Officer/Principal | - |
Formation de Jeff Bagley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Value Line, Inc.
 Value Line, Inc. Publishing: Books/MagazinesConsumer Services Produces investment periodicals and related publications | Consumer Services |
Schroder & Co., Inc.
 Schroder & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Finance |
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Davidson Trust Co.'s equity and fixed-income investment disciplines provide clients with a conservative, long-term approach to investing. Davidson Trust is a GARP investor. Their research focuses on successful companies with solid competitive positions, sound financial controls and the outlook for above average earnings and sales growth over a three to five year time horizon. After identifying a company, they apply a separate methodology to determine the appropriate valuation of the stock of the company. They seek to purchase attractive companies at attractive prices. This continuing focus on valuation levels is useful in initiating positions and in signaling the need to trim or sell positions. Though not limited by sector, Davidson Trust Co. tends to invest in the stocks of US large-cap companies in the health technology, technology services and electronic technology sectors. The firm maintains a very low turnover rate. The firm's equity investment process seeks companies with at least $1 billion in market-cap and annual sales of at least $200 million. Next, they focus on both qualitative and quantitative aspects of a company. They we examine companies for industry attractiveness, market dominance, quality of management, pricing power and investment research and development. Davidson Trust also sets minimum hurdles for earnings per share growth, sales growth, return on equity and projected earnings per share growth. This process identifies approximately 120 stocks, which they refer to as the Davidson Master List. Fixed-income investments are selected for appropriate maturity, sector exposure and call protection in the context of a client's time horizon and tax circumstances. Portfolios are structured to meet each client's objectives and are monitored for continuing suitability as changes occur in the capital markets. The credit quality of each fixed-income investment is evaluated prior to purchase and on a continual basis. Economic indicators, industry prospects and structure for each bond issue are examined regularly to determine the safety of principal and interest. The firm structures bond portfolios within the context of a defined market benchmark to achieve a reasonable return while minimizing market risk and price stability. | Finance |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to maximize returns while minimizing risk throughout the entire market cycle. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. | Finance |
Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments. | Finance |
Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance DMCA is a global, value investor that believes informed asset allocation, careful manager selection, and disciplined risk management are vital to maintaining balance in a portfolio. The firm seeks good value in underlying earnings as well as earnings growth, combining value and growth components in client portfolios diversified across multiple asset classes and geographies. Ultimately, they believe that long-term growth is best achieved by reducing volatility to achieve smoother returns and avoiding severe declines. DMCA considers a wide range of asset classes and geographic regions in constructing portfolios, including those asset classes likely to produce excess returns unrelated to the equity market. | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach. | Finance |
Natwest Securities Corp. |
