Sign in
Brad Jaggard

Brad Jaggard

Portfolio Analyst at Thompson Siegel & Walmsley LLC

Richmond, VA , United States

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

OrganizationRoleDate RangeDetails
Thompson, Siegel & Walmsley LLCPortfolio AnalystDec 2013 to Present
Thompson, Siegel & Walmsley LLCInstitutional Client ServiceApr 2010 to Nov 2013
Atlantic Capital Management, LLCInvestment Operations ManagerJan 2004 to Sep 2008
Atlantic Capital Management, LLCEquity TraderJul 2000 to Dec 2003
Atlantic Capital Management, LLCAssistant TraderDec 1999 to Jun 2000

Education

Virginia Tech

BS, Finance

1995 1999

Skills & Expertise

Trading
Portfolio Management
Investments
Golf
Business Analysis
Football
Financial Analysis
Technology Trends
Microsoft Office
Service Delivery
Economics
Vt

Others at Thompson Siegel & Walmsley LLC (24)

NameRoleLocation
Brandon Harrell
Brandon Harrell
Portfolio ManagerRichmond, VA , United States
Brendan Donohoe
Brendan Donohoe
Equity AnalystRichmond, VA , United States
Bryan Durand
Bryan Durand
Portfolio Manager and Equity Research AnalystRichmond, VA , United States
Dan Hinchman
Dan Hinchman
Research AnalystRichmond, VA , United States
Elliott Jones
Elliott Jones
Portfolio Manager - Emerging MarketsRichmond, VA , United States
Frank Reichel
Frank Reichel
CEO and Portfolio Manager at Thompson, Siegel and Walmsley, LLC (TSW)Richmond, VA , United States
Mark Tyler
Mark Tyler
Portfolio Manager and AnalystRichmond, VA , United States
M
Matthew Kiselica
European Equity TraderRichmond, VA , United States
Matthew Soule
Matthew Soule
Client Portfolio ManagerRichmond, VA , United States
Memori Oatman
Memori Oatman
Equity TraderChester, VA , United States
Showing 1-10 of 24 team members