Jeff Agne

Portfolio Manager-Equities at

Great Lakes Advisors LLC

Finance

Consumer Services

Profile

Mr. Jeffrey R.
Agne is a Managing Director & Portfolio Manager at Great Lakes Advisors LLC.
He is a Portfolio Manager on the Great Lakes Advisors Fundamental Equity Large Cap team.
Mr. Agne was previously employed as a Managing Director & Healthcare Analyst by Rothschild & Co. Asset Management US, Inc., an Analyst by Banc of America Securities LLC, and a Senior Vice President & Healthcare Equity Analyst by PineBridge Investments LLC.
He received his undergraduate degree from the University of Vermont and an MBA from The Leonard N Stern School of Business.

Jeff Agne active positions

Companies	Position	Start
Great Lakes Advisors LLC Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies.	Portfolio Manager-Equities	-

All active positions of Jeff Agne

Former positions of Jeff Agne

Companies	Position	End
Rothschild & Co. Asset Management US, Inc. Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity.	Analyst-Equity	2022-12-31
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2005-12-31
PineBridge Investments LLC PineBridge Investments LLC Investment ManagersFinance PineBridge Investments uses an active approach across their platform, building portfolios with a high level of conviction while carefully managing risk. The firm offers investment capabilities across a wide range of asset types, including equity, multi-asset, fixed income, direct lending, and alternative investments.	Analyst-Equity	-

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Training of Jeff Agne

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Linked companies

Private companies	6
Rothschild & Co. Asset Management US, Inc. Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity.	Finance
Banc of America Securities LLC Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Vermont University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
PineBridge Investments LLC PineBridge Investments LLC Investment ManagersFinance PineBridge Investments uses an active approach across their platform, building portfolios with a high level of conviction while carefully managing risk. The firm offers investment capabilities across a wide range of asset types, including equity, multi-asset, fixed income, direct lending, and alternative investments.	Finance
Great Lakes Advisors LLC Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies.	Finance
The Leonard N Stern School of Business The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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