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Argent Capital Management, LLC

100 South Brentwood Blvd, Suite 110
Saint Louis, Missouri 63105
United States
 
Contact :      
Phone :       314-725-6000
Fax :             314-725-6001
Email :         tpaluczak@argentcapital.com
Web :           http://www.argentcapital.com

Argent Capital Management, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $2,898
Tax-Exempt Managed ($Mil) : $656
Taxable Assets Managed ($Mil) : $2,296
Year Founded : 1998
Wrap Programs Offered? : Yes
# of Accounts Managed : 982
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
  $
  $

Argent Capital Management, LLC History

Argent Capital Management, LLC was founded in September of 1998 by Steven L. Finerty, CFP®, JD, (Chairman of the Board of Directors) and John F. Meara, CFA (President & Chief Investment Officer). Argent manages approximately $2.9 billion (as of 06/30/18) in assets for pension plans, endowments, foundations, sub-advised accounts and high-net-worth individuals. Argent was founded on the premise that an investment process focused on anticipation of positive change, intensive bottom-up research and favorable odds for price and execution offers a unique opportunity to outperform on a risk adjusted basis.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
898
$2275
 
Limited Partnership :
 
Foundations :
36
$137
ERISA :
28
$69
Unions, Taft-Hartley :
8
$47
Public :
9
$195
Others :
14
$199
Total # of Professional : 30 Analysts : 7
Portfolio Managers : 4 Traders : 1
Client Service : 9 Operation : 9

Argent Capital Management, LLC Personnel

Mr.  Steven Finerty

Portfolio Manager
Tel : 314-725-6000
Email: sfinerty@argentcapital.com
As Chairman, Finerty plays an integral part in setting Argent’s strategic direction, and accordingly, is actively involved in the investment decisions of the firm. His focus is on the analysis of macroeconomic factors and their effect on the market. Notably, Finerty co-founded Argent in 1998. Finerty, a Certified Financial Planner, has 32 years experience in the investment management industry. He graduated magna cum laude with a B.S. in Business from Drake University and also received his J.D. from the University of Missouri–Columbia School of Law. Finerty serves or has served on numerous corporate and non-profit boards including Webster University, St. Louis Zoo Foundation, St. Louis Municipal Opera, John Burroughs School, Community School (past President), Enterprise Bank and Trust, The Magic House (past President), EnviroPAK, Inc., Forest Park Forever, Moneta Group, LLC, Retirement Plan Services, Inc., E. Desmond Lee & Family Foundation, St. Louis Symphony Endowment Trust (President), St. Louis Science Center, St. Louis Community College Foundation and the Webster Groves Community Foundation.

Mr.  Ken Crawford

Portfolio Manager
Tel : 314-725-6000
Email: kcrawford@argentcapital.com
Crawford performs market research and is actively involved in the portfolio management activities. His focus is on the financial, energy, health care and utilities sectors. Crawford has 19 years experience in the industry. Prior to joining Argent, Crawford was a portfolio manager for American Century Investment Management where he oversaw the American Century Select Fund. Additionally, he worked as an analyst for Texas Commerce Bank. Crawford received a B.A. in Economics and also a Masters of Science in Finance from the prestigious Applied Securities Analysis program at the University of Wisconsin–Madison. Crawford’s acute commentary on individual stocks and general market conditions are sought out by reporters representing the Wall Street Journal, CNBC, the Associated Press, Bloomberg, the St. Louis Post-Dispatch and the St. Louis Business Journal.

Mr.  John Meara, CFA

Portfolio Manager
Tel : 314-725-6000
Email: jmeara@argentcapital.com
As President and Chief Investment Officer, John Meara oversees Argent’s day-to-day operations, manages client portfolios, and plays a key role in investment decisions. His focus is on the technology, telecommunications and consumer staples sectors. Notably, Meara co-founded Argent in 1998. Meara, a Chartered Financial Analyst, has 21 years industry experience. Immediately prior to co-founding Argent, he worked as a portfolio manager with Commerce Bank. His background also includes serving as a senior analyst at American Express Financial Advisors and as an equity analyst for Waddell & Reed. Meara earned his B.S. in Finance from the University of Missouri–Columbia. Active in the community, Meara is a member of the St. Joseph’s Health Center Major Gifts Committee. Further, Meara serves as Treasurer for the Young Presidents Organization. Additional professional affiliations include the CFA Institute and the St. Louis Financial Analysts Society. Meara’s investment insights are frequently quoted in publications such as the Wall Street Journal, the St. Louis Post-Dispatch and the St. Louis Business Journal, as well as on CNNfn and other national broadcast outlets.

Mr.  Scott Harrison, CFA

Portfolio Manager
Tel : 314-725-6000
Email: sharrison@argentcapital.com
Harrison, a Chartered Financial Analyst, manages client portfolios and performs primary market research focusing his analysis on the consumer discretionary, consumer staples and health care sectors. He also oversees the Argent St. Louis Stock Index – a value-added service Argent provides to clients and news services in the St. Louis area. The index tracks the market performance of the largest publicly traded companies based in St. Louis or those with significant employment in the area. As one of Argent’s first employees, Harrison is trained in many roles within the firm, from operations to investment analysis. Harrison has 15 years industry experience. He received his B.S. in Finance from the University of Missouri–St. Louis. Harrison is a member of the CFA Institute and the St. Louis Financial Analysts Society.

Mrs.  Laurie Hayek

Operations/Administrators
Tel : 314-725-6000
Email: lhayek@argentcapital.com
As Chief Compliance Officer, Hayek is responsible for leading, implementing and monitoring the firm’s compliance procedures. Hayek has over 30 years of experience with investment operations. Prior to joining Argent, Hayek served as Trust Operations Manager for Commerce Trust Company. Hayek received her B.A. in Management and Human Resources from Webster University.

Ms.  Ying Ko, CFA

Researcher/Analyst
Tel : 314-725-6000
Email: yko@argentcapital.com
Ko, a Chartered Financial Analyst, focuses her analysis on the technology and telecommunications sectors. Ko has 11 years of experience in the industry. Prior to joining Argent, she was a research associate for RBC Dain Rauscher and she also worked as an equity analyst for Edward Jones. Ko received her B.S. in Chemistry from the University of California–Davis and her MBA with a focus in Finance from the University of Minnesota. Ko is a member of the CFA Institute and the St. Louis Chartered Financial Analysts Association. She is fluent in English, Chinese, Mandarin, Cantonese and Shanghainese.

Mr.  Eddie Vigil

Portfolio Manager
Tel : 314-725-6000
Email: evigil@argentcapital.com
As Co - Portfolio Manager of the Small Cap Strategy, Vigil performs primary market research focusing his analysis across the universe of small capitalization stocks. Vigil, a CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management SpecialistSM, has 12 years experience in the industry. Prior to joining Argent, Vigil was a Financial Consultant with Charles Schwab & Co. where he oversaw a portfolio of over $440 million. Vigil has also previously operated a personal financial planning practice through American Express Financial Advisors. Vigil received his B.S. in Business Administration from the University of Missouri – St. Louis. Vigil is fluent in Spanish.

Mr.  Kirk Mcdonald, CFA

Researcher/Analyst
Tel : 314-725-6000
Email: kmcdonald@argentcapital.com
McDonald, a Chartered Financial Analyst, focuses his analysis on materials, energy and industrials for the Large Cap Growth Strategy. Additionally, he leverages his expertise in quantitative research to lead Argent’s quantitative screening and risk management efforts. McDonald has 9 years experience in the industry. Immediately prior to joining Argent, McDonald was a portfolio manager for Fiduciary Asset Management (FAMCO). His background also includes serving as a senior consultant for Arthur Andersen and as a pilot in the United States Air Force. McDonald earned a B.S. from the United States Air Force Academy and a Masters of Business Administration from the University of Oklahoma. McDonald is a member of the Chicago Quantitative Alliance and co-founder and president of the St. Louis Chapter of the United States Air Force Academy Association of Graduates. In addition, he is active in the community, volunteering as a committee member for the annual Memorial Day Remembrance at Jefferson Barracks National Cemetery and as a den leader for local cub scouts

Mr.  Chris Abbott

Researcher/Analyst
Tel : 314-725-6000
Email: cabbott@argentcapital.com
As a Research Analyst for the Argent Small Cap Strategy, Abbott performs primary market research focusing his analysis across the universe of small capitalization stocks. Abbott, a recent graduate and former Argent Intern, is a Chartered Financial Analyst (CFA) candidate and has more than a year industry experience. Abbott received his B.A. in Finance and Economics as well as his Masters of Science in Finance from Lindenwood University. Recently, Abbott served as captain of the winning team in the St. Louis Regional CFA challenge.

Mr.  Ward Brown

Securities Trader
Tel : 3147256000
Email: wbrown@argentcapital.com
Brown oversees all small cap equity trading at Argent and performs primary market research across the universe of small capitalization stocks. Brown has 18 years industry experience. Prior to joining Argent, he served as an Equity Execution Consultant at Instinet LLC where he managed a book of commission based institutional business. Brown began his career with Bridge Trading Company where he held several positions, the most recent as Co-Head of Institutional Trading. While at Bridge, Brown served in the company’s UK office, developing its international brokerage arm. Brown earned a B. A. in Human and Organizational Development from Vanderbilt University.

Mr.  Peter Montelbano, CFA

Researcher/Analyst
Tel : 3147256000
Email: pmontelbano@argentcapital.com
Montelbano, a Chartered Financial Analyst, is a member of the Large Cap Growth team and focuses his analysis on the technology and consumer discretionary sectors. Montelbano has 7 years of experience in the industry. Prior to joining Argent, he was a Mid & Small Cap Equity Analyst Intern at Invesco. His background also includes serving as an Associate Portfolio Manager at BMO Harris and as an Analyst at Stark Investments. Montelbano received his B.S. in Finance and a M.B.A. in Finance from the prestigious Investment Analysis program at the University of Wisconsin–Madison.

Mr.  Joseph Schulz

Researcher/Analyst
Tel : 3147256000
Email: jschulz@argentcapital.com
As a Research Analyst, Joe performs market research across the large cap universe. He is a Level 3, Chartered Financial Analyst (CFA) candidate and has three years of industry experience. Prior to joining Argent, he was an Equity Research Intern at Heartland Advisors. Joe’s background also includes serving as a Research Analyst for Hovde Capital Advisors and, more recently, with 40/86 Advisors. He received his B.S. in Business Administration and an M.S. specializing in Applied Security Analysis from the prestigious Investment Analyst program at the University of Wisconsin-Madison.

Argent Capital Management, LLC Product Name

Argent Capital Management LLC Large Cap Equity:Privately Managed Accounts
Small Cap Core:Privately Managed Accounts
Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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