Agility has provided Outsourced CIO services to a select group of endowments, foundations, and family offices since inception in 2007. Led by six partners with over 150 years of collective investment experience, our team works closely with a limited number of clients to develop and execute customized investment solutions. By providing the dedicated resources, expertise, and daily oversight that prudent management of long-term assets demands, we strive to make each client feel as if it has its own in-house investment team. 

We founded Agility on a few simple ideas that remain the core tenets of our investment philosophy today: collaborative decision-making; multi-manager, multi-asset class portfolio construction; customized asset allocation; and rigorous due diligence on each investment. These ideas form the basis of our approach to everything we do – from manager selection and portfolio construction to operational due diligence and risk management. 

Please visit our website to learn more about Agility's services or to contact a member of our team. 

Assets are managed by Perella Weinberg Partners Capital Management LP ("Agility"). The information provided here is for general informational purposes only. Nothing contained in our social media account constitutes investment, legal or tax advice, or an offer or recommendation to buy, sell or hold any securities. Dated content speaks only as of the date indicated, and forward-looking statements are subject to risks and uncertainties. 


Investment Management

Outsourcing

Agility Outsourced Chief Investment Officer

Agility Outsourced Chief Investment Officer's headquarters in Denver, CO, United States

Brad Edson

Trey Thompson

Kent Muckel

Colton Eicher

Diana Harm

Thomas Gerling

Emily Christensen

Kirill Buzinov

The Finance and Investment team at Agility Outsourced CIO is responsible for developing and executing tailored investment strategies for endowments, foundations, and family offices. The team collaborates on portfolio construction, asset allocation, and rigorous due diligence to ensure prudent management of long-term assets. They provide expertise and daily oversight to make clients feel as if they have an in-house investment team.

Finance and Investment

The Leadership Team at Agility Outsourced Chief Investment Officer is composed of senior professionals who guide the strategic direction and oversee the execution of customized investment solutions for clients. This team leverages their extensive experience to ensure collaborative decision-making, rigorous due diligence, and effective portfolio management. They are responsible for setting the firm's investment philosophy, managing key client relationships, and maintaining operational excellence.

Leadership Team

The Portfolio Management and Accounting Team at Agility Outsourced Chief Investment Officer is responsible for overseeing the construction and ongoing management of clients' investment portfolios. This includes conducting rigorous due diligence, selecting and managing external investment managers, and ensuring customized asset allocation aligns with clients' long-term objectives. Additionally, the team handles all aspects of portfolio accounting and operations, ensuring accurate financial reporting and seamless execution of investment strategies.

Portfolio Management and Accounting Team

The Business Development Team at Agility Outsourced Chief Investment Officer is responsible for identifying and nurturing new client relationships, expanding the firm's client base, and driving growth through strategic partnerships. Led by directors with extensive industry experience and supported by analysts, the team focuses on promoting Agility's customized investment solutions and collaborative approach to asset management. They work to understand the specific needs of potential clients, presenting tailored investment strategies that align with Agility's core tenets and expertise.

Agility Outsourced Chief Investment Officer

Org chart

Teams

Finance and Investment

Leadership Team

Portfolio Management and Accounting Team

Business Development Team

Offices

Agility Outsourced Chief Investment Officer

Org chart

Teams

Finance and Investment

Leadership Team

Portfolio Management and Accounting Team

Business Development Team

Offices

Related companies