About
JoAnn Seagren is an investment professional currently serving as Managing Director at JAG Capital Management, LLC in Chicago, IL, where she managed and co-headed the firm's Chicago office from 2019 to 2023. In this role, she was responsible for leading client relationships, overseeing portfolio management, and directing investment strategy, with particular focus on high-net-worth individuals and multi-generational family clients.
Her investment coverage at JAG Capital Management prioritized long-term, high-quality equity portfolios, and she has extensive experience across equity and fixed income asset classes. She is known for her work in wealth management and has a track record advising clients on diversification strategies, risk management, and tailored financial solutions.
Before joining JAG Capital Management, JoAnn held senior roles at CIBC (Team Geneva) and Advocate Asset Management. She later became a Partner at Chicago Capital LLC. She is recognized for her leadership in client service and portfolio management, as well as her contributions to community organizations, including serving on boards such as Openlands. JoAnn has over two decades of expertise in the investment industry, focusing on equities, fixed income, and multi-asset strategies for private clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jag Capital Management | Managing Director | Apr 2019 to Present | JoAnn co-leads JAG Private Wealth, which is part of JAG Capital Management LLC. As active managers, we believe that a research-driven and focused investment approach, combined with wise financial advi... |
| Cibc Team Geneva Advisors | Senior Vice President | Sep 2017 to Mar 2019 | — |
| Geneva Advisors | Investment Advisor | Aug 2015 to Aug 2017 | Geneva Advisors, LLC is an independent investment management firm providing fee-based, customized portfolio management services. Our clients are high net worth individuals and institutions located thr... |
| Advocate Asset Management | Principal | Jan 2007 to Aug 2015 | Jo Ann was a Principal and Head of Marketing and Investor Relations for Advocate. She served on the investment strategy committee and led the strategic growth of the firm. In August of 2015, Advocate ... |
| BDT Capital Partners | Vice President | Jan 2012 to Jan 2012 | Jo Ann completed projects in new marketing presentations, strategic charitable giving and helped with other initiatives at a four-year-old merchant banking firm. |
| Towle & Co. | Director of Business Development | Jan 2000 to Jan 2005 | Jo Ann helped the Towle family (a single-family office) create and implement a marketing plan to bring outside investors into their deep-value investment fund, completing the goal of raising assets to... |
| Lasalle Partners Now Jones Lang Lasalle | Marketing Associate | Jan 1989 to Jan 1991 | Jo Ann worked with LaSalle’s head of marketing to promote LaSalle owned and/or managed commercial properties and helped with strategic marketing of commercial real estate under development. |
Education
University of Southern California
Bachelor of Science, Business
1983 — 1986
Others at Jag Capital Management, LLC (6)
| Name | Role | Location |
|---|---|---|
 | Financial Analyst | Chicago, IL , United States |
 | Senior Fixed Income Analyst | Chesterfield, MO , United States |
 | Equity Research Analyst | Chicago, IL , United States |
J James Sindelar | Vice President, Director of Business Development and Client Service | St. Louis, MO , United States |
 | Equity Research Analyst | St. Louis, MO , United States |
S Sandra Shotwell | Vice President and Director of Institutional Client Service | United States |