Nan-Marie Jaeger

Nan-Marie Jaeger is a Partner and Portfolio Manager at LMCG Investments, LLC in Boston, Massachusetts, where she is a key member of the Private Client group. In her current role, she handles portfolio management for high-net-worth individuals and families, leveraging more than three decades of investment experience to deliver customized wealth management solutions. Her work focuses on equity and fixed income strategies, with exposure across small cap, mid cap, and large cap equities, as well as tax-exempt and taxable fixed income, tailored to client risk profiles and objectives.

Prior to joining LMCG Investments in 2003, Ms. Jaeger was a Portfolio Manager at Brown Brothers Harriman for over twenty years, where she managed investment portfolios and developed expertise in personalized asset allocation strategies for private clients. Her extensive industry experience encompasses traditional securities analysis, portfolio construction, and client advisory services for institutional and individual investors.

Jaeger holds a BA in Business Administration from St. Joseph's College (IN) and an MBA from Boston College's Wallace E. Carroll Graduate School of Management. She is also a CFA charterholder, underlining her commitment to professional excellence in investment management. She is recognized for her deep knowledge of both equity and fixed income markets, and her long-term contribution to the wealth management sector.