About
Brad Jaggard is a Portfolio Analyst at Thompson, Siegel & Walmsley LLC (TSW), based in Richmond, VA, where he leverages over 15 years of investment management experience to support portfolio analytics, research, and performance reporting. He plays a key role in supporting institutional investment strategies and maintains expertise in portfolio analysis and performance measurement, as reflected by his CIPM credential.
His career at TSW includes previous positions in institutional client service, providing valuable liaison between investment teams and clients, as well as investment operations management at Atlantic Capital Management, LLC. Brad brings specialized experience in U.S. equity and multi-asset class investment operations, with a particular focus on supporting institutional portfolios spanning equities and fixed income.
Brad earned his BS in Finance from Virginia Tech, grounding his investment practice in quantitative and analytical rigor. His professional contributions are anchored in delivering actionable insights and data-driven support for portfolio management, with emphasis on performance attribution and client reporting for complex institutional mandates.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Thompson, Siegel & Walmsley LLC | Portfolio Analyst | Dec 2013 to Present | — |
| Thompson, Siegel & Walmsley LLC | Institutional Client Service | Apr 2010 to Nov 2013 | — |
| Atlantic Capital Management, LLC | Investment Operations Manager | Jan 2004 to Sep 2008 | — |
| Atlantic Capital Management, LLC | Equity Trader | Jul 2000 to Dec 2003 | — |
| Atlantic Capital Management, LLC | Assistant Trader | Dec 1999 to Jun 2000 | — |
Education
Virginia Tech
BS, Finance
1995 — 1999
Skills & Expertise
Others at Thompson Siegel & Walmsley LLC (24)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Richmond, VA , United States | |
| Equity Analyst | Richmond, VA , United States | |
| Portfolio Manager and Equity Research Analyst | Richmond, VA , United States | |
| Research Analyst | Richmond, VA , United States | |
| Portfolio Manager - Emerging Markets | Richmond, VA , United States | |
| CEO and Portfolio Manager at Thompson, Siegel and Walmsley, LLC (TSW) | Richmond, VA , United States | |
| Portfolio Manager and Analyst | Richmond, VA , United States | |
M Matthew Kiselica | European Equity Trader | Richmond, VA , United States |
| Client Portfolio Manager | Richmond, VA , United States | |
| Equity Trader | Chester, VA , United States |