Silvercrest Asset Management Group Appoints Jeffrey Allen and Alexander Waldorf as Co-Portfolio Managers for U.S. Value Equity Team

Silvercrest Asset Management Group has promoted Jeffrey C. Allen and Alexander I. Waldorf to Co-Portfolio Managers for the U.S. Value Equity Team. Current Lead Portfolio Manager Roger Vogel will become Senior Advisor in Spring 2027. This move highlights the company's commitment to succession planning and talent development. Allen and Waldorf bring extensive experience, with Allen joining Silvercrest in 2002 and Waldorf in 2013 from a prominent hedge fund.

Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) has announced the promotion of Jeffrey C. Allen, CFA, and Alexander I. Waldorf, CFA, to Co-Portfolio Managers for the U.S. Value Equity Team. The firm has also announced that current Lead Portfolio Manager Roger Vogel will transition to a Senior Advisor role in the spring of 2027 [1].

Allen and Waldorf bring extensive experience to their new roles. Allen, who joined Silvercrest in 2002, has been instrumental in the team's investment success. He previously worked at Credit Suisse Asset Management and DLJ Asset Management, where he served as a generalist equity analyst in both large cap and small cap value equity areas. Waldorf, who joined Silvercrest in 2013, came from a multibillion-dollar hedge fund and has established himself as a skilled generalist analyst across multiple sectors [2].

Vogel, a Silvercrest founder, will remain fully engaged through the spring of 2027, but the move aims to deepen client relationships with Allen and Waldorf. Richard R. Hough III, Silvercrest's Chairman & Chief Executive Officer, stated that the firm's long-term strategic vision includes careful succession planning. Vogel has been a mentor to the next generation of talent, and his transition is seen as a natural progression in the company's growth [1].

The promotion of Allen and Waldorf underscores Silvercrest's commitment to talent development and succession planning. With Vogel's guidance, the new Co-Portfolio Managers are well-positioned to continue the firm's investment success [2].

References:
[1] https://www.silvercrestgroup.com/silvercrest-asset-management-group-appoints-jeffrey-c-allen-and-alexander-i-waldorf-as-co-portfolio-managers-for-the-u-s-value-equity-team/
[2] https://www.stocktitan.net/news/SAMG/silvercrest-asset-management-group-appoints-jeffrey-c-allen-and-xksdkwyivfyz.html