Jim Vogt joined PVI in 2023, bringing with him 27 years of industry experience in numerous roles. Jim’s Bachelors Degree in Finance from Rutgers University and Masters in Business Administration from Villanova helped build a passion for giving investment advice and helping clients achieve financial peace of mind.
He joined Valley Forge Asset Management in 1998 when the firm had $600 millions in assets. He held numerous roles including Director of Institutional Sales and Co-Chief Investment Officer. Jim and his team raised assisted the firm in growing to manage over $4 billion during his 19 year tenure. Leadership roles included managing the trading department, overseeing research efforts, establishing GIPS compliant composites, developing new products and supervising internal research efforts.
Jim then partnered up with Tower Bridge Advisors in 2016 and become Co-Chief Investment Officer and a Principal of the firm. He helped them grow from under $1B to nearly $2B in assets under advisement while overseeing the research process, introducing new products, on boarding prior work associates and expanding client assets.
His other passions involve raising his family of three children with his wife Tammy, golfing, gardening, volunteering and coaching kids’ sports.