Jerry is primarily responsible for the investment and asset allocation strategies for high net worth clients and institutional accounts. He selects investment managers across the entire spectrum of asset classes including equity and fixed income mutual funds money managers, hedge funds and private equity investments.
Jerry’s more than 25 years of investment experience includes his position as Principal and Head of Tax-Exempt Fixed Income for the Vanguard Group of Investment Companies. Before joining Argent Wealth Management, he was the Senior Investment Strategist of Putnam Investments and Chief Investment Officer of Tax-Exempt Fixed Income. He was co-chairman of the Putnam’s Capital Market’s committee, Chairman of the Interest Rate Committee, and co-author of the quarterly Capital Markets Report. Jerry has managed numerous mutual funds at both Putnam and Vanguard and has received the Lipper #1Fund Ranking eight times!
Jerry earned a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and is a Chartered Financial Analyst.
Jerry serves as a Board Member of Career Collaborative and as a member of the Investment Committees for Pine Street Inn and the Inner-City Scholarship Foundation.
Matt is Argent’s Chief Investment Officer (CIO). Matt joined Argent in 2011 as an Analyst and became Director of Investment Research in 2013. In 2017 Matt was named Co-CIO, leading all aspects of Argent’s investment programs and processes. In 2019, Matt was named Chief Investment Officer. This includes setting the direction and oversight of internal and external asset allocation strategies, equity strategies, fixed income strategies, and private equity and private real estate investments. Matt is also the Portfolio Manager of Argent’s Global Value Stock Strategy and Hedge Fund Strategy.
Matt joined Argent after graduating summa cum laude (top 5% of class) from Olin Graduate School of Business at Babson College where he also received The Student Leadership Award. Matt completed all three levels of the CFA program in 2011. The CFA Designation is globally recognized as the highest set of credentials in the investment management industry. In 2017 Matt completed the Investment Management Workshop at Harvard Business School (HBS). Started in 1968, this selective executive education program brings together leading HBS faculty with leading investment executives from around the world and focuses on investment and business strategy.
At Babson Matt was selected to help manage Babson’s Endowment, specializing in healthcare stocks. During this time Matt worked closely with the head of this program who was the former Head of U.S. Equity Research at Fidelity and a disciple of Peter Lynch. Matt received his B.A. from Wheaton College where he was a First Team All-New England soccer player and helped lead the team to a final four appearance in 2003. After graduating in 2005 Matt worked with his grandfather, Louis Sapir, an esteemed disciple of Benjamin Graham, the “father” of value investing, before attending Olin.
Dave has over 30 years of experience in investment management, working in both the wealth and institutional asset management arenas. Most recently, Dave was the President and Chief Market Strategist for Braver Wealth Management and Braver Capital Management of Needham, MA. During Dave’s eight-year leadership of Braver the firm grew 20% per year, launched numerous investment strategies to better serve the needs of individual investors and launched Braver Capital Management to serve the investment needs of investment advisors nationally. Prior to joining Braver in 2008, he led the Private Investment Management group for Lee Munder Investments Ltd., overseeing roughly $1.5 billion for individuals, families and small institutions, and served as Portfolio Manager and analyst for a globally diversified equity product, Global Multi Cap, which he created. In addition, he helped manage the firm’s Large Cap Growth equity portfolio. Dave’s prior experience includes portfolio management and security research roles at Babson Capital, Bingham Legg Advisers, Congress Asset Management and Mellon Bank (The Boston Company).
Dave holds a B.S. in accounting from Bentley College as well as an M.S. in finance from Boston College. He earned his Chartered Financial Analyst (CFA) designation in 1996 and is a member of the CFA Institute and the Boston Security Analysts Society.
Co-Portfolio Manager, Investment Analyst
Timothy Duchesneau first interned with Argent Wealth Management as an Equity Research Analyst in 2015 and again in 2016. He graduated a semester early from Northeastern University with a BSBA with a concentration in finance in December 2016. While attending Northeastern, he developed a passion and curiosity for investing in equities. Tim worked at Great West Financial in the IRA Sales Department and as an accountant at State Street. In his free time, Tim enjoys spending time with his fiancée, Ariana, working out and water skiing. Tim is also a connoisseur of wine.
Stephanie graduated summa cum laude from the University of Kentucky in 2017 where she received her Bachelor’s in Finance with minor concentrations in Economics and International Business. During her time at Kentucky, she traveled to multiple countries learning about a variety of cultures and their business practices. She received her Master of Science Degree in Finance from the University of Massachusetts Boston, graduating in the top 5% of her class as well as a semester early.
Upon completing graduate school, Steph worked at investment consulting firm NEPC where she did performance tracking and due diligence on portfolio managers. She joined Argent at the beginning of 2019 as a Trading and Investment Research Analyst.
While not studying or working, Steph enjoys traveling, photography, hiking, and being with friends.