General Investing >> Money Manager Interviews >> December 21, 2009
Jeffrey M. Bagley, CFA is a Senior Vice President and portfolio manager at Davidson Trust Company, an investment management firm in Devon, PA with approximately $850 million in assets under management. In addition to his portfolio management responsibilities, Jeff is a member of Davidson's investment strategy and equity research team. Before joining Davidson Trust Company, Jeff was a Senior Investment Analyst at The Vanguard Group, where he served as a primary investment expert for institutional clients, conducting economic, market and investment reviews. Prior to that, Jeff spent nine years as a portfolio Manager with King of Prussia-based McCabe Capital Managers, Ltd, where he managed personal, pension and institutional accounts and directed the firm's equity research effort. Prior to moving to the Philadelphia area, Jeff was a sell-side analyst at Schroder & Company and NatWest Securities in New York. He began his investment management career at Value Line in 1992, where he was a senior equity analyst and editor of Value Line's Selection and Opinion newsletter. Jeff has been a columnist for TheStreet.com family of websites since 2002, and has appeared regularly on CNBC's Kudlow & Company, Squawk Box, and Bullseye. Jeff completed his undergraduate studies in 1989 from The State University of New York, where he received a BS degree in Business Economics graduating magna cum laude. In 1995, he completed his graduate work, receiving an MBA degree in Finance from Fordham University. He earned the Chartered Financial Analyst designation in 2002 and is a member of the CFA Institute, as well as the CFA Society of Philadelphia.
Joseph J. Costigan, CFA is a principal at Davidson Trust Company. In addition to his responsibilities as a portfolio manager, he is the firm's healthcare analyst and covers selected consumer and technology stocks. He is a member of the firm's investment strategy and equity research team. Prior to joining Davidson, Mr. Costigan was an Assistant Vice President at Wilmington Trust Company where he managed investment portfolios for affluent families. He is a member of the CFA Institute, as well as the CFA Society of Philadelphia. Profile
TWST: Would you start by telling our readers about Davidson Trust and your investment philosophy there?
Mr. Costigan: Davidson Trust Company was founded over 35 years ago with an objective of helping
