J.D. Steinhilber founded Agile Investments in 2001 based on his conviction that a disciplined tactical asset allocation strategy can be employed to produce superior returns over time compared to a passive buy and hold strategy.
J.D. has 21 years of experience in the financial services industry. Prior to founding Agile Investments, he was a Partner at J.C. Bradford & Co. in the Corporate Finance department. J.D. graduated from the University of Virginia with a dual degree in Finance and Accounting.
Alicia is responsible for client reporting, compliance, and accounting. Prior to joining Agile Investments, Alicia managed finance and accounting functions for a small internet company. In addition, she spent over seven years in investment banking with J.C. Bradford & Co. Alicia is a graduate of the