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Profil
Ms. Erika L.
Pagel is a Portfolio Manager & Co-Chief Investment Officer of Private Client, Endowments & Foundations at Brown Advisory LLC.
She is also a Partner and a Member of the Executive Team at the firm.
She has worked in the investment management industry since 1996.
Prior to Brown Advisory, Ms. Pagel was an Investment Advisor at Silver Bridge Advisors.
She started her career at MFS Investment Management before working in sell-side Equity Research for eight years following large cap pharmaceuticals, household products, consumer and retail sectors at Schroder & Co and then UBS Investment Bank.
More recently, she was an Analyst following consumer and retail companies at a hedge fund, Balyasny Asset Management.
Over the past 12 years, she has been researching investment options in the sustainability industry and helping clients build portfolios that are aligned with their mission and values.
He received her undergraduate degree from Hartwick College.
Postes actifs de Erika Pagel
| Sociétés | Poste | Début |
|---|---|---|
Brown Advisory LLC
 Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Head-Equity Investments | 01/06/2012 |
Anciens postes connus de Erika Pagel
| Sociétés | Poste | Fin |
|---|---|---|
Silver Bridge Capital Management LLC
 Silver Bridge Capital Management LLC Investment ManagersFinance Silver Bridge Capital Management offers a variety of investment strategies that are customized to meet each client's investment objectives and risk tolerance. These strategies include: (1) US Large-Cap Equity (2) US Sustainable Equity (3) US Large Cap Equity Income (4) US Small/Mid-Cap Equity (5) Managed Fixed-Income and (Enhanced Cash Management. The firm's US Large-Cap Equity and US Sustainable Equity strategies seek to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. Their US Large-Cap Equity Income strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. The firm's US Large-Cap Equity Income strategy is designed to achieve a dividend yield equal to 150% of the S&P 500. Silver Bridge's US Small/Mid-Cap Equity strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality with the objective of delivering excess returns versus the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle. The firm's Managed Fixed-Income strategy is an intermediate-term strategy that is designed to maximize total return with controlled risk. The strategy is actively-managed and focuses on producing high-quality, call-protected and well-diversified portfolios. Silver Bridge offers both taxable and tax-exempt strategies that are customized to meet specific client objectives. Silver Bridge's Enhanced Cash Management strategy seeks to produce high current yield relative to other cash equivalents with modest principal volatility. The strategy is designed to protect portfolio principal from the potential negative impact of fluctuating interest rates and is customized to meet specific client objectives. | Gestionnaire de Portefeuille-Actions | 01/06/2012 |
Balyasny Asset Management LP
 Balyasny Asset Management LP Investment ManagersFinance BAM aims to deliver consistent, uncorrelated absolute returns in all market environments. The firm manages multi-strategy investment funds which maintain a concentrated private equity portfolio. Their investment advisory services reflect a blend of strategies including fundamental long/short equity, macro & rates, systematic trading and event & credit investing. BAM’s long/short equity and equity trading strategies include (but are not limited to) investments and trading in the following market sectors: Energy, Health Care, Financials, Industrials, Information Technology, Consumer Staples and Consumer Discretionary. | Analyst-Equity | 01/12/2008 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Corporate Officer/Principal | - |
Schroder & Co., Inc.
 Schroder & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Erika Pagel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Schroder & Co., Inc.
Schroder & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Silver Bridge Capital Management offers a variety of investment strategies that are customized to meet each client's investment objectives and risk tolerance. These strategies include: (1) US Large-Cap Equity (2) US Sustainable Equity (3) US Large Cap Equity Income (4) US Small/Mid-Cap Equity (5) Managed Fixed-Income and (Enhanced Cash Management. The firm's US Large-Cap Equity and US Sustainable Equity strategies seek to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. Their US Large-Cap Equity Income strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality and strives to deliver excess returns versus the S&P 500 index, over the course of an economic cycle. The firm's US Large-Cap Equity Income strategy is designed to achieve a dividend yield equal to 150% of the S&P 500. Silver Bridge's US Small/Mid-Cap Equity strategy seeks to preserve capital in volatile markets through a top-down/bottom-up investment approach. Silver Bridge focuses on quality with the objective of delivering excess returns versus the Russell 2000 and Russell 2500 stock indexes, over the course of an economic cycle. The firm's Managed Fixed-Income strategy is an intermediate-term strategy that is designed to maximize total return with controlled risk. The strategy is actively-managed and focuses on producing high-quality, call-protected and well-diversified portfolios. Silver Bridge offers both taxable and tax-exempt strategies that are customized to meet specific client objectives. Silver Bridge's Enhanced Cash Management strategy seeks to produce high current yield relative to other cash equivalents with modest principal volatility. The strategy is designed to protect portfolio principal from the potential negative impact of fluctuating interest rates and is customized to meet specific client objectives. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance BAM aims to deliver consistent, uncorrelated absolute returns in all market environments. The firm manages multi-strategy investment funds which maintain a concentrated private equity portfolio. Their investment advisory services reflect a blend of strategies including fundamental long/short equity, macro & rates, systematic trading and event & credit investing. BAM’s long/short equity and equity trading strategies include (but are not limited to) investments and trading in the following market sectors: Energy, Health Care, Financials, Industrials, Information Technology, Consumer Staples and Consumer Discretionary. | Finance |
Hartwick College
 Hartwick College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Brown Advisory LLC
Brown Advisory LLC Investment ManagersFinance Brown Advisory provides investment management services through various investment vehicles including mutual funds, separate accounts and private funds. The firm employs a bottom-up, fundamental research approach in their security selection process. Their strategies strive to outperform their respective benchmarks over the long term. | Finance |
