Stacey Lynn Margolis
Analyst-Fixed Income at Agincourt Capital Management LLC
Profile
Ms. Stacey L.
Margolis is a Director & Investment Analyst at Agincourt Capital Management LLC.
She is an investment analyst with over 15 years of investment experience.
She concentrates on corporate and sub-sector strategies and company credit research.
She is also responsible for determining relative valuation parameters.
She started her career at Agincourt in the Operations Department.
She received her BS in Business Administration from Lehigh University and a MBA from Virginia Commonwealth University.
.
Stacey Lynn Margolis active positions
| Companies | Position | Start |
|---|---|---|
Agincourt Capital Management LLC
 Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds. | Analyst-Fixed Income | 1999-08-31 |
Training of Stacey Lynn Margolis
| Lehigh University | Undergraduate Degree |
| Virginia Commonwealth University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Agincourt Capital Management LLC
Agincourt Capital Management LLC Investment ManagersFinance Agincourt Capital Management LLC (Agincourt) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1999 by the entire fixed income investment team of what was Sovran Capital Management. In 2020, they became a subsidiary of Guardian Capital LLC, a subsidiary of Guardian Capital Group Ltd. (TSX: GCG) in Canada. Agincourt provides customized fixed income investment advisory services to pension and profit-sharing plans, state or municipal government entities, charitable organizations, corporations or business entities, and insurance companies. They also have a small number of trusts, estates, or individuals as fixed income clients. The firm acts as a sub-adviser for fixed income mutual funds. | Finance |
- Stock Market
- Insiders
- Stacey Lynn Margolis
