Robert Hagstrom
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Robert Hagstrom Email & Phone Number

Chief Investment Officer, Senior Portfolio Manager at Equity Compass, LLC at Equity Compass, LLC
Location: Villanova, Pennsylvania, United States 9 work roles 1 school
1 work email found @orchardfinancialservices.com 1 phone found area 443 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@orchardfinancialservices.com
Direct phone (443) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Equity Compass, LLC
Role
Chief Investment Officer, Senior Portfolio Manager at Equity Compass, LLC
Location
Villanova, Pennsylvania, United States

Who is Robert Hagstrom? Overview

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Quick answer

Robert Hagstrom is listed as Chief Investment Officer, Senior Portfolio Manager at Equity Compass, LLC at Equity Compass, LLC, based in Villanova, Pennsylvania, United States. AeroLeads shows a work email signal at orchardfinancialservices.com, phone signal with area code 443, and a matched LinkedIn profile for Robert Hagstrom.

Robert Hagstrom previously worked as Chief Investment Officer, Senior Portfolio Manager at Equity Compass, Llc and Chairman SAM Investment Management Committee at Sam Stifel Asset Management. Robert Hagstrom holds Master Of Arts (M.A.), Political Science/International Relations from Villanova University.

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Email format at Equity Compass, LLC

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{first_initial}{last}@orchardfinancialservices.com
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Profile bio

About Robert Hagstrom

Investment Strategist and Portfolio Manager: provide comprehensive solutions for clients through expertise in strategy, marketing, sales, and client service, combined with a strong academic rigor and deep market knowledge.• Author of eight books on investing including the New York Times Best Seller "The Warren Buffett Way" and “Investing: the Last Liberal Art” published by Columbia University Press (Dec.’12).• Equity Portfolio Manager with 26 years of experience-- 2007 Honorable Mention: Morningstar US Equity Manager of the year.• Launched an equity mutual fund for Legg Mason, taking the fund from $0 to $600 million over six years (1998 – 2004)• Launched institutional separate account product for Legg Mason, taking it from $0 to $7 billion in four years (2004-2007)• Drove success with these funds by going well beyond portfolio management—actively marketing and selling the portfolio as well as participating in client reviews.• Regularly provide commentary and opinions about market and investing in media outlets including CNBC, Bloomberg, the Nightly Business Report.• Frequently quoted in the Wall Street Journal, Financial Times, and the New York Times./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Listed skills include Portfolio Management, Marketing, Public Speaking, Sales, and 19 others.

Current workplace

Robert Hagstrom's current company

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Equity Compass, LLC
Equity Compass, Llc
Chief Investment Officer, Senior Portfolio Manager at Equity Compass, LLC
9 roles · 42 years

Robert Hagstrom work experience

A career timeline built from the work history available for this profile.

Chief Investment Officer, Senior Portfolio Manager

Current
Equity Compass, Llc

Baltimore, Maryland

Mar 2016 - Present

Chairman Sam Investment Management Committee

Sam Stifel Asset Management

SAM is a collection of independent asset managers at Stifel Financial

Oct 2016 - Mar 2024

Senior Portfolio Manager

Equity Compass Strategies

Portfolio Manager of the Global Leaders Portfolio

Jun 2014 - Mar 2024

Chief Investment Strategist

Legg Mason Investment Counsel

Baltimore, Maryland Area

Chief Investment Strategist for both retail and institutional accounts

Jun 2012 - Jun 2014

Senior Vice President/Portfolio Manager

Legg Mason Capital Management

Baltimore, Maryland Area

Portfolio Manager of the Legg Mason Growth Trust and the Institutional Growth Equity Strategy

Jun 1998 - Jun 2012

General Partner & Portfolio Manager

Focus Capital Advisory Lp

Wayne, PA

Established an investment partnership and investment advisory to manage the assets of the Focus Trust mutual. Sold the partnership to Bill Miller and Legg Mason in 1998.

1996 - 1998 ~2 yrs

Partner & Portfolio Manager

Lloyd Leith & Sawin

Wayne, PA

Managed portfolios for individuals, family trusts, and endowments. Developed a discretionary equity portfolio in 1992. Launched the Focus Trust mutual fund in 1995.

1990 - 1996 ~6 yrs

Senior Vice-President & Portfolio Manager

Fidelity Bank

Philadelphia, PA

Managed portfolios for individuals, family trusts, pension plans, and endowments for the Bank’s high net-worth division.

1988 - 1990 ~2 yrs

Investment Broker

Legg Mason Wood Walker

Bryn Mawr, PA

Began my career with Legg Mason studying the principles of Value Investing and the investment approach of Warren Buffett. Built a $100 million business managing portfolios for individuals and small companies.

1984 - 1988 ~4 yrs
1 education record

Robert Hagstrom education

FAQ

Frequently asked questions about Robert Hagstrom

Quick answers generated from the profile data available on this page.

What company does Robert Hagstrom work for?

Robert Hagstrom works for Equity Compass, LLC.

What is Robert Hagstrom's role at Equity Compass, LLC?

Robert Hagstrom is listed as Chief Investment Officer, Senior Portfolio Manager at Equity Compass, LLC at Equity Compass, LLC.

What is Robert Hagstrom's email address?

AeroLeads has found 1 work email signal at @orchardfinancialservices.com for Robert Hagstrom at Equity Compass, LLC.

What is Robert Hagstrom's phone number?

AeroLeads has found 1 phone signal(s) with area code 443 for Robert Hagstrom at Equity Compass, LLC.

Where is Robert Hagstrom based?

Robert Hagstrom is based in Villanova, Pennsylvania, United States while working with Equity Compass, LLC.

What companies has Robert Hagstrom worked for?

Robert Hagstrom has worked for Equity Compass, Llc, Sam Stifel Asset Management, Equity Compass Strategies, Legg Mason Investment Counsel, and Legg Mason Capital Management.

How can I contact Robert Hagstrom?

You can use AeroLeads to view verified contact signals for Robert Hagstrom at Equity Compass, LLC, including work email, phone, and LinkedIn data when available.

What schools did Robert Hagstrom attend?

Robert Hagstrom holds Master Of Arts (M.A.), Political Science/International Relations from Villanova University.

What skills is Robert Hagstrom known for?

Robert Hagstrom is listed with skills including Portfolio Management, Marketing, Public Speaking, Sales, Equity Research Analysis, Published Author, Equities, and Fixed Income.

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