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Grady Herbert

Grady Herbert

Equity Research Analyst at Conestoga Capital Advisors, LLC

New York, NY , United States

About

Grady Herbert serves as an Equity Research Analyst at Conestoga Capital Advisors, LLC in New York, NY, where he is responsible for supporting investment decision-making through in-depth equity analysis and fundamental research. In his role, he evaluates public companies, conducts sector and industry research, and generates actionable investment ideas for the firm’s portfolio managers.

Herbert’s research expertise includes analyzing U.S. equities, with a focus on small- and mid-cap growth companies, a key specialization of Conestoga Capital Advisors. He provides sector-level insights and helps identify promising listed firms within industries that fit the firm's investment style, mainly within the growth equity asset class.

Herbert previously worked as an analyst at Xponance, Inc., solidifying his analytical skills in equity research and portfolio analysis. He holds a Bachelor of Arts in Economics from Amherst College and completed a business administration and management program at The Tuck School of Business at Dartmouth, providing a strong foundation in both quantitative and qualitative financial analysis.

Career History

OrganizationRoleDate RangeDetails
Conestoga Capital Advisors, LLCEquity Research AnalystJun 2024 to Aug 2024
Conestoga Capital Advisors is an investment firm focused on investing in high-quality growth businesses. Analyzed existing portfolio companies in the Micro, Small, SMid, and Mid Cap funds. Identified ...
Xponance, Inc.AnalystJul 2023 to Aug 2023
Xponance is a Philadelphia-based multi-strategy investment manager. Completed a comprehensive equity and debt valuation of Boeing (BA). Used artificial intelligence to analyze vendor due diligence. Up...
Xponance, Inc.AnalystMay 2022 to Aug 2022
Analyzed macroeconomic trends to identify specific equity sector and security opportunities, and produced daily reports on potential equity investments. Prepared Metaverse risk-and-reward report to th...

Education

Amherst College

Bachelor of Arts - BA, Economics

2022 2026

The Tuck School of Business at Dartmouth

Certificate of Completion, Business Administration and Management

2023 2023

The Haverford School

High School

2019 2022

Others at Conestoga Capital Advisors, LLC (10)

NameRoleLocation
Bob Mitchell
Bob Mitchell
Managing PartnerWayne, PA , United States
David Lawson
David Lawson
Managing PartnerFlourtown, PA , United States
D
David Neiderer
Co-Portfolio Manager, Micro Cap GrowthBerwyn, PA , United States
D
Derek Johnston
Co-Portfolio Manager, Smid Cap GrowthWayne, PA , United States
J
Joe Monahan
Managing DirectorDoylestown, PA , United States
Larry Carlin
Larry Carlin
Equity AnalystNorristown, PA , United States
M
Mark Clewett
Managing Partner - PresidentMalvern, PA , United States
Ted Chang
Ted Chang
Co-Portfolio Manager, Mid Cap Growth and Equity AnalystWayne, PA , United States
Jaisal Khatiwala
Jaisal Khatiwala
Jr Research AnalystPhiladelphia, PA , United States
Tucker Milhous
Tucker Milhous
Equity Research AnalystVillanova, PA , United States

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