Bringing more than 30 years of experience in the financial services sector to the firm
Philadelphia, PA | May 21, 2021– Investment advisory firm The Swarthmore Group announced that Jocelin Reed, CFA, is joining the firm as a Senior Equity Portfolio Manager. The firm successfully represents institutional clients, pension funds, endowments, high net worth individuals, insurance companies, and retirement plans. Reed was most recently a Principal and Portfolio Manager for AJO Partners in Philadelphia where she oversaw U.S. Equity Strategies totaling more than $10 billion in assets. She has more than 30 years of experience in the financial services sector, including 19 years with Bank of New York Mellon and its investment subsidiaries.
“Jocelin will be a wonderful addition to The Swarthmore Group,” said James Nevels, Founder, Chairman, and CEO of Swarthmore. “She will be assuming the Senior Equity Portfolio Manager position from our colleague, Kurt Brunner, who has served our clients ably and well for nearly three decades. Jocelin and the recently hired fixed income team position the firm to serve our clients for decades to come.”
Years Of Experience
Reed has experience in equity research and portfolio management across all segments of the equity markets. Over her tenures at Mellon Capital Management and AJO Partners, she developed a keen eye for the types of investments that are rewarded as well as the know-how to build portfolios that exceed client expectations. She has been a client-facing advisor during most of her career and specializes in developing and researching materials for clients and externals stakeholders.
“I look forward to working with The Swarthmore Group Team in the continuing evolution of an exceptional firm,” said Reed. “Most importantly, I’m fortunate to be working with a like-minded team in its commitment to long-term client relationships.”
Reed earned a bachelor’s degree in finance from Penn State University and an MBA from the University of Pittsburgh. Jocelin is a Chartered Financial Analyst and a member of the CFA Society Philadelphia.
The Swarthmore Group is one of the oldest, active, minority-owned registered investment advisors headquartered in the Commonwealth of Pennsylvania. It offers wealth management, institutional investing, and institutional consulting services to a diverse group of individuals and institutions. More information is available at www.swarthmoregroup.com.