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August Gerhardt

August Gerhardt

Senior Portfolio Manager at Radnor Capital Management, LLC

Chester Springs, PA , United States

About

August Gerhardt, CFA, is Senior Portfolio Manager at Radnor Capital Management, LLC, based in Chester Springs, Pennsylvania. In this role, he oversees equity portfolio management for high-net-worth individuals, families, and non-profit organizations, focusing on tailored investment strategies that include Equity Income, Core, Small Cap, and Fixed Income solutions. His responsibilities involve fundamental research, security selection, and long-term portfolio construction aimed at capital preservation, income generation, and capital appreciation.

Prior to joining Radnor Capital Management in mid-2020, August held senior positions at Pennsylvania Trust—serving as Vice President and Portfolio Manager, as well as Senior Investment Officer and Portfolio Manager—where he contributed to the firm’s investment committee and directed research-driven investment recommendations. He has additional experience as an equity analyst at Spartan Capital Management, further expanding his expertise across various asset classes and client types.

August holds a B.A. in Economics and International Relations from Hobart and William Smith Colleges, and also studied at The London School of Economics. Recognized for his analytical rigor, August is a CFA charterholder and is known for applying a disciplined, research-based approach to portfolio management, particularly within the equity and multi-asset sectors.

Career History

OrganizationRoleDate RangeDetails
Radnor Capital Management LLCSenior Portfolio ManagerJun 2020 to Present
Pennsylvania TrustVice President and Portfolio ManagerNov 2016 to Jun 2020
As a Portfolio Manager, August conducts investment research and valuation modeling on current holdings and investment prospects in the Equity Income and Multi-Cap Value Portfolios. August also develop...
Pennsylvania TrustSenior Investment Officer and Portfolio ManagerJan 2015 to Nov 2016
As a Portfolio Manager, August conducts investment research and valuation modeling on current holdings and investment prospects in the Equity Income and Multi-Cap Value Portfolios. August also develop...
Pennsylvania TrustInvestment OfficerFeb 2013 to Jan 2015
The Multi-Cap Value Strategy invests in both foreign and domestic companies of all sizes across market sectors. The strategy adheres to an absolute return philosophy and takes concentrated positions i...
Pennsylvania TrustInvestment AssociateFeb 2012 to Feb 2013
The Multi-Cap Value Strategy invests in both foreign and domestic companies of all sizes across market sectors. The strategy adheres to an absolute return philosophy and takes concentrated positions i...
Spartan Capital Management, LLCInvestment AssociateJan 2010 to Feb 2012
Spartan Capital Management, LLC merged with The Pennsylvania Trust Company in February 2012. The Multi-Cap Value team continues to adhere to the same investment philosophy process. Reported to the fir...

Education

Hobart and William Smith Colleges

Economics and International Relations

2005 2009

The London School of Economics

Economics and International Relations

2007 2008

Skills & Expertise

Corporate Finance
Valuation
Portfolio Management
Financial Modeling
Forecasting
Investments
Bloomberg
Business Development
Business Analysis
Finance
FactSet
Asset Allocation
Strategy
Equities
Equity Research
Financial Accounting
Microsoft Office
Risk Assessment
Asset Management
Financial Analysis
Zephyr Style Advisor
Management
Financial Reporting
Due Diligence
Analytics

Others at Radnor Capital Management, LLC (1)

NameRoleLocation
D
Doug Pyle
President and CIOWayne, PA , United States