Silvercrest Asset Management Names Jeffrey C. Allen and Alexander I. Waldorf 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. They will work alongside Roger Vogel, the Lead Portfolio Manager, who plans to transition to Senior Advisor in 2027. Vogel praised Allen and Waldorf, saying they have been instrumental to the team's investment success and will continue to excel. The promotions align with Silvercrest's long-term strategic vision and succession planning.

Silvercrest Asset Management Group (SAMG), listed on NASDAQ as SAMG, has announced key leadership changes within its U.S. Value Equity Team. Jeffrey C. Allen, CFA, and Alexander I. Waldorf, CFA, have been promoted to Co-Portfolio Managers, working alongside current Lead Portfolio Manager Roger Vogel. Vogel, a Silvercrest founder, plans to transition to a Senior Advisor role in spring 2027 [1].

The promotions reflect Silvercrest's commitment to long-term strategic vision and succession planning. Vogel, who has been instrumental in the team's investment success, will remain fully engaged until his transition in 2027. Allen, who has been with the team since its founding in 2002, is recognized 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 [1].

Richard R. Hough III, Silvercrest’s Chairman & Chief Executive Officer, emphasized the importance of these promotions, stating, “Silvercrest prides itself on executing a long-term strategic vision which includes careful succession planning. Roger has been a tremendous leader and mentor, developing our next generation of talent” [1].

Allen and Waldorf bring extensive experience to their new roles. Allen, a Managing Director and Co-Portfolio Manager, has worked in various capacities at Credit Suisse Asset Management and DLJ Asset Management. Waldorf, also a Managing Director and Co-Portfolio Manager, has experience at Ascend Capital and Citigroup’s Corporate and Investment Bank [1].

Silvercrest Asset Management, founded in 2002, provides traditional and alternative investment advisory services to wealthy families and select institutional investors. As of March 31, 2025, the firm reported assets under management of $35.3 billion [1].

References:
[1] https://www.stocktitan.net/news/SAMG/silvercrest-asset-management-group-appoints-jeffrey-c-allen-and-xksdkwyivfyz.html