Bagley is a Managing Director of Blue Edge Capital and is involved in all areas of firm management, including serving on the firm’s investment committee and actively participating in portfolio management and research. Bagley’s over 25 years of direct industry experience has exposed him to all aspects of growing and managing a successful investment management business.
Bagley founded and grew Atlantic Capital Management, LLC into a leading multi-cap growth investment advisory company where he managed $700 million of equities on behalf of institutions and wealthy individuals. Prior to ACM, Bagley served as President and Managing Director of Scott & Stringfellow Capital Management, where he launched and grew a small cap growth portfolio to over $500 million in assets. Bagley was also a Portfolio Manager at The Bank of New York, where he directed both equity and balanced funds for institutions and individuals.
A Chartered Financial Analyst, Bagley received his Masters in Business Administration from the Columbia Business School and his Bachelor of Arts from the University of Virginia. Active in the community, he currently serves as Trustee and Chairman of the Investment Committee, Church Schools in the Diocese of Virginia, which manages the Church Schools endowment. Bagley previously served as President and Member of the Foundation Board of St. Catherine’s School, where he directed the management of the school’s endowment. He is a current Board Member and past President of Elk Hill, an organization focused on at-risk children. In additon, he currently serves as Chairman of the Elk Hill Foundation. Bagley is also a member of the Richmond Symphony Foundation Board. He lives in Richmond with his wife and two children.
Peter is a Managing Director of Blue Edge Capital and is involved in all areas of firm management, including serving on the firm’s investment committee and actively participating in portfolio management and research. Peter has over 18 years of direct experience in the financial services industry, including equity research, investment management and investment banking capacities.
Most recently, Peter was Managing Director at Harris Williams & Co., one of nation’s leading mergers and acquisitions advisory firms where he sat on the firm’s management committee. While at Harris Williams & Co., Peter closed more than 60 transactions with aggregate value of greater than $10 billion across a variety of sectors, including energy, building products, technology, and consumer products, among others. His clients included a number of the nation’s leading private equity groups as well as publicly and privately-held companies. Peter also served as Vice President for Wheat First Butcher Singer as an equity research analyst and as a fundamental research analyst at Snyder Capital Management in San Francisco.
Peter received his Masters in Business Administration from the Tuck School of Business at Dartmouth College and his Bachelor of Arts from the University of North Carolina at Chapel Hill. He is actively involved with a number of local non-profit organizations, including St. Catherines School (Board of Governors and past President of the School's Foundation Board), Sheltering Arms Hospital Corporation (Board of Trustees and Executive Committee), Sheltering Arms Foundation (Vice-Chairman and Chair of the Investment Committee), and Elk Hill (Board of Trustees, Executive Committee, and Chair of the Budget and Audit Committee). Peter lives in Richmond with his wife and three children.
Margaret serves as Blue Edge Capital’s Chief Operating Officer and Chief Compliance Officer. She is responsible for implementing and supervising all aspects of the firm’s operations, administration, compliance, and trading functions. Margaret has over 20 years of direct industry experience.
Margaret was most recently Chief Compliance Officer for Spider Management Company, a wholly-owned affiliate of the University of Richmond with $2.4 billion under management. In this capacity, she established compliance policies and procedures, developed a Code of Ethics for the Board of Spider and staff, and performed onsite manager due diligence. Margaret served for 11 years as Chief Operating Officer and Chief Compliance Officer for Atlantic Capital Management (ACM), LLC, an investment management firm with $700 million under management on behalf of institutional, SMA, high net worth and models-based accounts. Prior to ACM, she was a trader and portfolio administrator for Scott and Stringfellow Capital Management and an institutional sales and trading specialist for Crestar Securities Corporation (now SunTrust Bank).
Margaret received her Bachelor of Science from James Madison University. She lives in Richmond with her husband and three children.
Meredith serves as Blue Edge Capital’s Portfolio Administrator. She is responsible for executing trades to comply with BEC’s investment strategy and portfolio changes. In addition, she handles all aspects of Blue Edge Capital's account management functions, working closely with account custodians. Meredith also helps construct and administer BEC’s policies and procedures in accordance with compliance requirements.
Meredith is a 1999 University of Virginia Engineering graduate and worked for Northrop Grumman as a software engineer for six years before taking time off to raise her three children.