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Company

A Legacy of Stewardship

The Agnew Company was started by Samuel A. Agnew (1879 – 1965), a Northwest timber industry icon, whose pioneer spirit and principled work ethic laid the foundation for a burgeoning family enterprise. The Agnew family’s stewardship approach was practiced and instilled as an indelible value by both Sam and his son, Jay Agnew (1917 – 1980). Their foresight and commitment to future family generations have made it possible for the third, fourth and fifth generations of the family to continue to promote the advancement of intellectual growth, individual/collective responsibility, and generational wealth management.

Team

Our People

Tom Kim

Thomas Kim, PH.D., CAIA

President & CIO

Nora Jones headshot

Nora V Jones

Controller

Tom Petroff

Tom Petroff

managing director

Alex Headshot

Alex Johnston

Senior Accountant

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Cody Danks Burke

Managing Director

Katie Hendrickson

Katie Hendrickson

Trust & Investment Accountant

Julie Headshot

Julie Gaskell

Corporate Accountant

Our Board

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Steve Lytle

Chair

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Alex Cappello

Director

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Sam agnew

Director

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Tyler Teeple

Director

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Robert Hoffman, CFA

Advisor

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Jack Peat

Director

Darrin Kasteler

Darrin Kasteler

Director

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Michael Thomas, CFA

Director

Tom Kim, President & CIO

Thomas Kim, Ph.D., CAIA

President & CIO

Tom Petroff, Managing Director

Tom Petroff

MANAGING DIRECTOR

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Cody Danks Burke

MANAGING DIRECTOR

Nora V. Jones

Controller

Alex Johnston

Senior Accountant

Katie Hendrickson, Staff Accountant

Katie Hendrickson

Trust & Investment Accountant

Julie Gaskell

CORPORATE ACCOUNTANT​

Our Board

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Steve Lytle

Chair

Alex Cappello

Director

Robert Hoffman, CFA

Advisor

Darrin Kasteler

Director

Jack Peat

Director

Sam Agnew

Director

Michael Thomas, CFA

Director

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Tyler Teeple

Director

Our Foundation

The Agnew Family Foundation seeks to enhance the lives of children in the communities in which we live by making contributions to charitable and educational organizations that provide aid, education, and other services for the benefit of children in such communities. As the philanthropic arm of the Agnew Family we aim to create a legacy of giving and stewardship. We welcome further inquiries about our Foundation.

Jenny Agnew
President/Executive Director
The Agnew Family Foundation
7600 NE 41st Street, Suite 110
Vancouver, WA 98662
360.891.8079

Our Partners

Alpine Pacific Capital Logo
Apax Partners Logo
Arable Capital Partners Logo
Bow River Capital Logo
BPEA Private Equity Logo
Colony Capital Logo
Columbia Distributing Logo
Crestview Logo
Cushman & Wakefield Logo
Delap LLC Logo
Ellipse Global Logo
Forest Management Solutions Logo
Fresh Innovations Logo
Frost Biologic Logo
Highbridge Capital Management, LLC Logo
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JP Morgan Chase & Company Logo
L Catterton Logo
Macadam Forbes Commercial Real Estate Services Logo
Mason, Bruce, & Girard, Inc. Logo
Parametric Logo
PIMCO Logo
RailPros Logo
The Carlyle Group Logo
The Hotel Group Logo
Tolero Pharmaceuticals Logo
True West Capital Partners Logo
Unico Properties Logo
Vanguard Logo
Village-Family-Capital
Warburg Pincus Logo
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Connect

Contact Us

We welcome inquiries about our firm and our investments.

7600 NE 41st Street, Suite 110
Vancouver, WA 98662
360.891.8079

Thomas Kim, Ph.D., CAIA

President and Chief Investment Officer

Thomas is responsible for the overall leadership of The Agnew Company and its broadly diversified investment portfolio. He possesses over 20 years of experience in strategic planning, asset allocation, investment selection, and portfolio management and has served as a trusted advisor to various for-profit and non-profit organizations. Thomas holds a B.S. in Chemical Engineering from Cornell University and a Ph.D. from The University of Chicago.

Nora V. Jones

Controller

Nora manages and helps oversee the financial operations of the firm including all of the accounting functions related to human resources, investments, tax, and audits.  Previously, Nora led accounting teams as a Tax Manager in public accounting and as a Controller at both for-profit and non-profit organizations.  Nora holds an M.B.A. from Rutgers University, a B.S. in Accounting from The University of Tampa and an active CPA license in Oregon.

Tom Petroff

Managing Director

Tom manages and oversees the private equity portfolio and supports its growth through new investment evaluation, execution, and representing The Agnew Company through various board positions.  Prior to The Agnew Company, Tom worked for a leading middle market investment bank and also for a consumer-focused private equity group.  Tom received his M.B.A. from Georgetown University and B.S. in Business Administration from the University of Oregon.

Alex Johnston

Senior Accountant

Alex manages and oversees the financial closing process by reconciling, analyzing, and interpreting the financial position of the company. Alex holds a B.S. in Business Administration from Washington State University Vancouver and is a licensed Certified Public Accountant in Oregon. She has previously worked in public accounting as a tax professional and worked in the real estate industry prior to joining The Agnew Company.

Cody Danks Burke

Managing Director 

Cody directs The Agnew Company’s commercial real estate portfolio, overseeing its strategy in origination, underwriting, and on-going due diligence. In addition, Cody serves as a faculty member at Cornell University’s SC Johnson College of Business and provides strategic advice to Velocis, a Dallas-based real estate private equity firm. In the past, Cody has held senior positions in various investment institutions including endowment, philanthropy, and government. Cody received an M.B.A. from Cornell University and a B.A. from the University of Colorado at Boulder.

Katie Hendrickson

Trust & Investment Accountant

Katie is responsible for administering the company’s trust services. She graduated with a B.A. in Business
Administration from Walla Walla University and has background in the construction and aerospace
industries.

Julie Gaskell

Corporate Accountant

Julie handles general accounting functions and ad hoc duties. She graduated with a B.A. in Business Administration from Walla Walla University and has experience in nonprofit accounting and the healthcare industry.

Steve Lytle

chair

Steve Lytle has been an active participant in the Agnew Family Enterprise System for 30 years where he’s served in various roles including CEO and Chair of the family’s beverage distribution holdings.  Today he serves as an investor, advisor and board member for closely held businesses and family enterprises in the US and Europe.

Alex Cappello

director

Alexander L. Cappello has led several public and private companies over the past 46 years, including Cappello Global, LLC a global merchant bank, whose principals have conducted over $155 billion in transactions in over 50 countries. He is a Director of RAND Corporation’s Center for Middle East Public Policy, as well and Director of The Cheesecake Factory, Inc. (NASDAQ), Caldera Medical, and Virco Manufacturing Corporation (NASDAQ). Mr. Cappello was formerly: a Trustee of the University of Southern California (USC); Chairman of: Intelligent Energy, PLC (London), a global technology leader in hydrogen fuel cells, Inter-Tel (NASDAQ) and Geothermal Resources Intl. (AMEX); and Director of Cytrx (NASDAQ), Genius Products (NASDAQ) and Koo Koo Roo, Inc (NASDAQ), RAND’s Center for Global Risk and Security, and the RAND-Russia Forum.

Sam Agnew

director

Sam currently serves as a Director for The Agnew Company and previously served as the chair of the family Ownership Council.  For the Ownership Council, his role included being a champion of legacy, education, & hospitality and events for their family assembly meetings which take place annually.  Sam is an Entrepreneur.  Over the last 5 years, his ventures include founding a Distillery in the State of Washington where he and his team are producing and creating the best Spirit products and Spirit experience in the industry.  Sam has also become a Gallup®-Certified Strengths Coach.  He uses his passion for strengths-based development and draws on 16 years of business leadership to help individuals achieve greater success and satisfaction through the Gallup StrengthsFinder assessment. 

Tyler Teeple

Director

Tyler Teeple has been an active participant of The Agnew Company as a family assembly member for the past 15 years. He is passionate about legacy, wealth management and stewardship. He graduated with his bachelor’s degree from Pacific Lutheran University. His entrepreneurial spirit led him to becoming a co-founder of Pursuit Distilling Company, which is located in Enumclaw, WA where he, his wife Ashley and three boys reside. Tyler is actively involved in his community where he serves as a youth football coach as well as a board member on multiple non-profit organizations.

Jack Peat

director

Jack is a partner in a real estate investment and development firm in Southern California.  Prior to that he was a CEO/COO in the private club business for 25 years.  Away from his business responsibilities, he serves on several educational and community organization boards.  Jack received his BA from George Washington University.

Robert Hoffman, CFA

Advisor

Mr. Hoffman is a senior investment professional with more than 15 years of experience managing investments for Family Offices, Foundations, and Endowments.  Apart from his role at TAC, he currently serves on the Advisory Board to The University of Chicago Shultz Innovation Fund, is a board member with Larix Capital Partners, and is a member of the Education Advisory Group for the CFA Society of Chicago.  In prior years, Mr. Hoffman held financial positions at D.E. Shaw & Co., Intel, and IBM.  Mr. Hoffman holds a M.B.A. from The University of Chicago Booth School of Business and a B.S. from Indiana University’s Kelley School of Business.

Darrin Kasteler

director

Darrin serves in leadership capacities on several boards and committees. He has a background in Finance and Business Management and graduated from Brigham Young University in International Relations and Japanese.

Michael Thomas, CFA

director

Mike recently “graduated” from Russell Investments and now teaches asset management at the University of Washington. During his 20+ year career at Russell, Mike was Chief Investment Officer, Americas Institutional, and was responsible for asset allocation/risk management, the US consulting business, and investment practice for the firm’s outsourced CIO offering. Mike has published research articles on topics ranging from downside protection and volatility management to active and passive rebalancing and governance. Mike sat on Russell Investments’ Management Committee, Investment Committee, and Innovation Council.  Mike started Russell’s derivatives overlay business, which grew to over $60 billion in assets under management under his leadership, earning clients more than $10 billion in net-of-fee incremental gains.  

Mike has an M.B.A. from the University of Colorado and a B.A. in Business Administration from Seattle University (both with concentrations in Finance). Mike is a CFA Charterholder