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JE

Jed Ellerbroek

Senior Research Analyst at Argent Capital Management LLC

Saint Louis, MO , United States

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

OrganizationRoleDate RangeDetails
Argent Capital Management LLCSenior Research AnalystJan 2020 to Present
PNCAssociate Portfolio Manager - PNC Capital AdvisorsJan 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...
PNCSenior Analyst | Analyst - PNC Capital AdvisorsUnknown 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 FargoAssociate AnalystJun 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 & AssociatesAnalystJan 2005 to Jan 2006

Education

UNI

Bachelor Of Arts, Economics, Finance

2002 2005

Skills & Expertise

Financial Modeling
Investment Banking
Analytics
Investments
Trading
Leadership
Portfolio Management
Management
Project Management
Cash Flow Analysis
Client Services
Business Analysis
Risk Management
Mentoring
Finance
Employee Training
Mergers and Acquisitions
Equity Research Analysis
Free Cash Flow
Strategic Planning
Financial Analysis
Investment Management

Others at Argent Capital Management LLC (13)

NameRoleLocation
B
Bill Weeks
Quantitative Research AnalystLee's Summit, MO , United States
D
Denise Pearman
Managing Director of DistributionDenver, CO , United States
K
Ken Crawford
Portfolio ManagerSt. Louis, MO , United States
Kirk McDonald
Kirk McDonald
Portfolio Manager and Senior Research Analyst, QuantitativeSt. Louis, MO , United States
Peter Roy
Peter Roy
Portfolio Manager, Small | SMid Cap EquitySt. Louis, MO , United States
Scott Harrison
Scott Harrison
Portfolio ManagerBallwin, MO , United States
Steven Smith
Steven Smith
Senior Equity AnalystSt. Louis, MO , United States
Ying Ko
Ying Ko
Senior AnalystSt. Louis, MO , United States
B
Brian Reynolds
Senior Research AnalystSt. Louis, MO , United States
Charaka Mahage
Charaka Mahage
Senior Business AnalystSri Lanka
Showing 1-10 of 13 team members

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