On July 28, 2025, Silvercrest Asset Management Group Inc. announced the promotion of Jeffrey C. Allen, CFA, and Alexander I. Waldorf, CFA, to Co-Portfolio Managers for the U.S. Value Equity Team. They will work alongside Roger Vogel, the Lead Portfolio Manager and a Silvercrest founder.
This move is part of a careful succession plan, as Mr. Vogel plans to transition from his role as Lead Portfolio Manager to Senior Advisor in the spring of 2027. Mr. Vogel emphasized the importance for clients to build deeper relationships with Mr. Allen and Mr. Waldorf, who have been instrumental to the team’s investment success.
Mr. Allen has worked with Mr. Vogel since 1999 and joined Silvercrest at its founding in 2002, proving himself as a successful stock selector. Mr. Waldorf joined the team in 2013 and quickly established himself as a talented generalist analyst and strong communicator. Their combined expertise is expected to lead the team's future efforts effectively.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.