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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Conestoga Capital Advisors, LLC | Equity Research Analyst | Jun 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. | Analyst | Jul 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. | Analyst | May 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)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Wayne, PA , United States | |
| Managing Partner | Flourtown, PA , United States | |
D David Neiderer | Co-Portfolio Manager, Micro Cap Growth | Berwyn, PA , United States |
D Derek Johnston | Co-Portfolio Manager, Smid Cap Growth | Wayne, PA , United States |
J Joe Monahan | Managing Director | Doylestown, PA , United States |
| Equity Analyst | Norristown, PA , United States | |
M Mark Clewett | Managing Partner - President | Malvern, PA , United States |
| Co-Portfolio Manager, Mid Cap Growth and Equity Analyst | Wayne, PA , United States | |
| Jr Research Analyst | Philadelphia, PA , United States | |
| Equity Research Analyst | Villanova, PA , United States |
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