Silvercrest Asset Management Group Appoints Jeffrey C. Allen and Alexander I. Waldorf as Co-Portfolio Managers for the U.S. Value Equity Team
Silvercrest Asset Management Group (NASDAQ: SAMG) has announced key leadership changes in its U.S. Value Equity Team. The firm has promoted Jeffrey C. Allen, CFA and Alexander I. Waldorf, CFA to Co-Portfolio Managers, who will work alongside current Lead Portfolio Manager Roger Vogel.
Vogel, a Silvercrest founder, plans to transition to a Senior Advisor role in spring 2027. Allen, who has been with the team since its 2002 founding, is noted for his stock selection expertise. Waldorf, who joined in 2013 from a multibillion-dollar hedge fund, has established himself as a skilled generalist analyst across multiple sectors.
Silvercrest Asset Management Group (NASDAQ: SAMG) ha annunciato importanti cambiamenti nella leadership del suo team di U.S. Value Equity. La società ha promosso Jeffrey C. Allen, CFA e Alexander I. Waldorf, CFA a Co-Gestori di Portafoglio, che lavoreranno insieme all'attuale Lead Portfolio Manager Roger Vogel.
Vogel, uno dei fondatori di Silvercrest, prevede di passare a un ruolo di Senior Advisor nella primavera del 2027. Allen, che fa parte del team fin dalla sua fondazione nel 2002, è riconosciuto per la sua competenza nella selezione delle azioni. Waldorf, entrato nel 2013 da un hedge fund multimiliardario, si è affermato come un abile analista generalista in diversi settori.
Silvercrest Asset Management Group (NASDAQ: SAMG) ha anunciado cambios clave en el liderazgo de su equipo de U.S. Value Equity. La firma ha promovido a Jeffrey C. Allen, CFA y Alexander I. Waldorf, CFA a Co-Gestores de Portafolio, quienes trabajarán junto al actual Lead Portfolio Manager Roger Vogel.
Vogel, fundador de Silvercrest, planea pasar a un rol de Asesor Senior en la primavera de 2027. Allen, que ha estado con el equipo desde su fundación en 2002, es reconocido por su experiencia en selección de acciones. Waldorf, que se unió en 2013 procedente de un fondo de cobertura multimillonario, se ha establecido como un analista generalista experto en múltiples sectores.
Silvercrest Asset Management Group (NASDAQ: SAMG)는 미국 가치주 팀의 주요 리더십 변화를 발표했습니다. 회사는 Jeffrey C. Allen, CFA와 Alexander I. Waldorf, CFA를 공동 포트폴리오 매니저로 승진시켰으며, 이들은 현 수석 포트폴리오 매니저인 Roger Vogel과 함께 일할 예정입니다.
Silvercrest의 창립자인 Vogel은 2027년 봄에 수석 고문 역할로 전환할 계획입니다. 2002년 팀 창립 이래 함께해 온 Allen은 주식 선정 전문성으로 알려져 있습니다. 2013년 다억 달러 헤지펀드에서 합류한 Waldorf는 다수의 섹터에서 뛰어난 제너럴리스트 애널리스트로 자리매김했습니다.
Silvercrest Asset Management Group (NASDAQ : SAMG) a annoncé des changements majeurs dans la direction de son équipe U.S. Value Equity. La société a promu Jeffrey C. Allen, CFA et Alexander I. Waldorf, CFA au poste de co-gestionnaires de portefeuille, qui travailleront aux côtés du gestionnaire de portefeuille principal actuel, Roger Vogel.
Vogel, fondateur de Silvercrest, prévoit de passer à un rôle de conseiller principal au printemps 2027. Allen, membre de l'équipe depuis sa création en 2002, est reconnu pour son expertise en sélection d'actions. Waldorf, arrivé en 2013 en provenance d'un fonds spéculatif de plusieurs milliards, s'est imposé comme un analyste généraliste compétent dans plusieurs secteurs.
Silvercrest Asset Management Group (NASDAQ: SAMG) hat wichtige Führungsänderungen in seinem U.S. Value Equity Team bekannt gegeben. Das Unternehmen hat Jeffrey C. Allen, CFA und Alexander I. Waldorf, CFA zu Co-Portfolio-Managern befördert, die zusammen mit dem derzeitigen Lead Portfolio Manager Roger Vogel arbeiten werden.
Vogel, ein Gründer von Silvercrest, plant, im Frühjahr 2027 in eine Senior Advisor-Rolle zu wechseln. Allen, der seit der Gründung des Teams im Jahr 2002 dabei ist, ist für seine Expertise in der Aktienauswahl bekannt. Waldorf, der 2013 von einem milliardenschweren Hedgefonds kam, hat sich als versierter Generalisten-Analyst in mehreren Sektoren etabliert.
- Well-planned succession strategy with nearly 2-year transition period
- Internal promotions demonstrate strong talent development and retention
- Continuity maintained with experienced team members who have long tenure
- Departure of founding portfolio manager could impact client relationships
- Potential risk of investment strategy changes under new leadership
NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) is pleased to announce 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 of the team and a Silvercrest founder. Mr. Vogel plans to transition from his role as Lead Portfolio Manager to Senior Advisor in the spring of 2027.
Mr. Vogel said, “While I plan to remain fully engaged through the spring of 2027, it is important for our clients to build deeper relationships with Jeff and Alex. For years, they’ve been instrumental to our team’s investment success, and I am confident they will continue to excel as they assume the lead for the portfolios.”
Richard R. Hough III, Silvercrest’s Chairman & Chief Executive Officer, stated, “Silvercrest prides itself on executing a long-term strategic vision which includes careful succession planning. In addition to being a world-class portfolio manager, Roger has been a tremendous leader and mentor, developing our next generation of talent.”
Mr. Vogel continued, “Jeff and I have worked together since our time at Donaldson, Lufkin & Jenrette, and he accompanied me and the team when we joined Silvercrest at its founding in 2002. He is a consummate professional analyst and has proven himself to be one of our most successful stock selectors. Alex joined our team in 2013 from a multibillion-dollar hedge fund and quickly established himself as a talented generalist analyst across multiple sectors. He is also a strong communicator amongst our team and with clients, making him and Jeff an excellent team to lead our future efforts”.
About Jeffrey C. Allen, CFA
Jeffrey C. Allen, CFA, is a Managing Director and Co-Portfolio Manager for the firm's domestic value equity capabilities and the firm’s MLP portfolio. Prior to Silvercrest, Mr. Allen was a Vice President at Credit Suisse Asset Management, where he was the analyst for the small cap product. He arrived at Credit Suisse as a result of that firm’s merger with DLJ, where he had worked since 1999 as a generalist equity analyst in DLJ Asset Management’s large cap and small cap value equity areas. Previously, he worked in the corporate finance division of J.P. Morgan Chase & Co. He received a B.S. in business administration from Villanova University in 1990 and an MBA in finance from New York University in 1997. He is a CFA charterholder and member of the New York Society of Security Analysts.
About Alexander I. Waldorf, CFA
Alexander I. Waldorf, CFA, is a Managing Director and Co-Portfolio Manager for the firm's domestic value equity capabilities and the firm’s MLP portfolio. Prior to Silvercrest, Mr. Waldorf was an Investment Analyst at Ascend Capital, a multibillion-dollar long/short equity hedge fund where he covered the industrial, chemical, energy, and technology sectors. Previously, he worked as an Analyst within Citigroup's Corporate and Investment Bank, where he was responsible for advisory work on financing solutions for consumer, retail, and agribusiness companies. Mr. Waldorf graduated magna cum laude from Georgetown University, receiving a B.S. in Business Administration with double majors in Finance and International Business. He is a CFA charterholder and member of the New York Society of Security Analysts.
About Silvercrest Asset Management
Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser. With offices in New York, Boston, Virginia, Atlanta, New Jersey, California, and Wisconsin, Silvercrest provides traditional and alternative investment advisory and family office services to wealthy families and select institutional investors. As of March 31, 2025, the firm reported assets under management of
Contact:
J. Allen Gray
Managing Director, Head of Institutional Business
212-649-0765
agray@silvercrestgroup.com
FAQ
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