Jed Ellerbroek
Senior Research Analyst at Argent Capital Management LLC
About
Jed Ellerbroek, Jr., CFA, is a Senior Research Analyst at Argent Capital Management LLC in Saint Louis, MO, where he plays a key role in guiding investment decisions and managing risk for the firm's large-cap equity strategy. His responsibilities include conducting in-depth financial analysis, identifying high-conviction investment opportunities, and contributing to portfolio construction for Argent’s flagship strategies. Ellerbroek specializes in large-cap U.S. equities, with a particular focus on technology, AI infrastructure, cloud computing, and cybersecurity sectors, leveraging a concentrated, low-turnover approach to select enduring businesses.
Ellerbroek brings over two decades of investment experience, having previously served as Associate Portfolio Manager and Senior Analyst at PNC Capital Advisors, where he managed small-cap equity portfolios and advanced from analyst to portfolio management roles. His earlier career included positions as an associate analyst at Wachovia Capital Markets and as an analyst at Jeffrey Slocum & Associates, further honing his expertise across diverse markets and asset classes.
He holds a Bachelor of Arts in Economics and Finance from the University of Northern Iowa and is a CFA charterholder, actively involved with the CFA Institute and the CFA Society of St. Louis. Ellerbroek is recognized for his conviction-driven investing, having launched an ETF version of Argent’s large-cap strategy and contributed to industry discussions on technology trends and market dynamics. His insights have been featured in prominent financial media, underscoring his influence and contributions to the investment community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Argent Capital Management LLC | Senior Research Analyst | Jan 2020 to Present | — |
| PNC | Associate Portfolio Manager - PNC Capital Advisors | Jan 2018 to Dec 2019 | Served as both associate portfolio manager and analyst, including directing the team’s research efforts and managing our weekly investment meeting. Coordinated research efforts and performed portfolio... |
| PNC | Senior Analyst | Analyst - PNC Capital Advisors | Unknown to Jan 2018 | Served as generalist with coverage primarily in industrials, financials, information technology, and consumer discretionary sectors and was responsible for idea generation, company research, monitorin... |
| Wells Fargo | Associate Analyst | Jun 2006 to Apr 2008 | Researched equity securities in cruise line, powersports, toy, motorsports, golf, and amusement park industries. Wrote research notes, built and maintained financial models, conducted proprietary surv... |
| Slocum & Associates | Analyst | Jan 2005 to Jan 2006 | — |
Education
UNI
Bachelor Of Arts, Economics, Finance
2002 — 2005
Skills & Expertise
Others at Argent Capital Management LLC (13)
| Name | Role | Location |
|---|---|---|
B Bill Weeks | Quantitative Research Analyst | Lee's Summit, MO , United States |
D Denise Pearman | Managing Director of Distribution | Denver, CO , United States |
K Ken Crawford | Portfolio Manager | St. Louis, MO , United States |
| Portfolio Manager and Senior Research Analyst, Quantitative | St. Louis, MO , United States | |
| Portfolio Manager, Small | SMid Cap Equity | St. Louis, MO , United States | |
| Portfolio Manager | Ballwin, MO , United States | |
| Senior Equity Analyst | St. Louis, MO , United States | |
| Senior Analyst | St. Louis, MO , United States | |
B Brian Reynolds | Senior Research Analyst | St. Louis, MO , United States |
| Senior Business Analyst | Sri Lanka |
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