Jim Vogt
Head-Equity Investments at Pine Valley Investments LLC
Profile
Mr. James T.
Vogt is a Co-Chief Investment Officer at Pine Valley Investments LLC.
Mr. Vogt joined Valley Forge Asset Management in 1998 when the firm had $600 millions in assets.
He held numerous roles including Director of Institutional Sales and Co-Chief Investment Officer.
Mr. Vogt and his team raised assisted the firm in growing to manage over $4 billion during his 19 year tenure.
Leadership roles included managing the trading department, overseeing research efforts, establishing GIPS compliant composites, developing new products and supervising internal research efforts.
He received Bachelors Degree in Finance from Rutgers University and Masters in Business Administration from Villanova University.
Jim Vogt active positions
| Companies | Position | Start |
|---|---|---|
Pine Valley Investments LLC
 Pine Valley Investments LLC Investment ManagersFinance Pine Valley Investments LLC (PVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marlton, New Jersey. Founded in 2014, PVI provides proprietary investment portfolios for families and businesses. | Head-Equity Investments | 2023-04-30 |
Former positions of Jim Vogt
| Companies | Position | End |
|---|---|---|
Tower Bridge Advisors, Inc.
 Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Investment Committee Member | 2023-04-30 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Chief Investment Officer | - |
Training of Jim Vogt
| Rutgers State University of New Jersey | Undergraduate Degree |
| Villanova University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Pine Valley Investments LLC
Pine Valley Investments LLC Investment ManagersFinance Pine Valley Investments LLC (PVI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Marlton, New Jersey. Founded in 2014, PVI provides proprietary investment portfolios for families and businesses. | Finance |
- Stock Market
- Insiders
- Jim Vogt
