Jeffrey Bagley

Jeffrey Bagley, CFA, is Vice President, Portfolio Manager, and Senior Research Analyst at The Haverford Trust Company in Wayne, PA, a role he has held since 2010. In this capacity, he is responsible for portfolio management, equity research, and supporting the firm’s investment process within its Quality Investing™ strategy. Bagley’s expertise centers on identifying high-quality businesses with durable competitive advantages, focusing primarily on large-cap U.S. equities and long-term wealth preservation for high-net-worth and institutional clients.

Previously, Bagley held analytical roles at major financial institutions and contributed to the investment research field as a senior industry analyst and editor. He has also served as a member of the Board of Directors at the Support Center for Child Advocates and taught as an adjunct lecturer at Cabrini College, highlighting his commitment to community service and investment education.

Bagley holds an MBA in Finance from Fordham Gabelli School of Business and a BS in Business/Managerial Economics from SUNY Oneonta, underscoring his strong academic foundation in finance and economics. His work at Haverford emphasizes asset management, strategy development, and risk-mitigated investing, reflecting significant contributions to the Philadelphia wealth management sector.