Jim Vogt joined PVI in 2023, bringing with him 27 years of industry experience in numerous roles. Jim's Bachelor's 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 million in assets. He held numerous roles including Director of Institutional Sales and Co-Chief Investment Officer. Jim and his team 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 became Co-Chief Investment Officer and a Principal of the firm. Jim was responsible for overseeing the investment process, managing client relationships and helping grow the business.