Jeffrey M. Bagley, CFA

Jeffrey M. Bagley, CFA

Vice President, Senior Research Analyst & Portfolio Manager

Mr. Jeffrey Bagley came to Haverford in 2010 with more than 20 years in the finance industry. Jeff manages investment portfolios and performs industry and company-specific research.

Contact Information

 610.995.8715

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Certifications & Education

M.B.A., Finance, Fordham University

B.S., Business Economics, State University of New York

Chartered Financial Analyst (CFA) designation

Previous Experience

Senior Vice President and Portfolio Manager
Davidson Trust Company

Senior Investment Analyst
The Vanguard Group

Portfolio Manager
McCabe Capital Managers, Ltd

Research Analyst
Schroder & Company and NatWest Securities

Senior Equity Analyst and Editor
Value Line, Inc.

Affiliations & Memberships

Board of Directors
Support Center for Child Advocates

Member
CFA Society of Philadelphia

Member
CFA Institute

Client Service Team

Jeffrey M. Bagley, CFA

Jeffrey M. Bagley, CFA

Vice President, Senior Research Analyst & Portfolio Manager
610.995.8715

Betty Tafel

Senior Investment Officer
610.995.8709

Victoria Goral

Investment Officer
610.293.7258