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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

Nora V Jones, CPA

Controller

Tom Petroff

Tom Petroff

managing director

Chuck Woolcott, CPA

Chuck Woolcott, CPA

Senior Accountant

CDB Headshot_Crop

Cody Danks Burke

Managing Director

Katie Hendrickson

Katie Hendrickson

Staff Accountant

Julie Headshot

Julie Gaskell

Accounting Specialist

Marcia Headshot

Marcia Reyes

Executive Assistant/Board Liaison

Our Directors

Dan Agnew

Dan Agnew

Chairman

ACappello HS

Alex Cappello

Director

Steve-Lytle_600x960

Steve Lytle

Director

Jordan Photography 913-814-7740 www.jordanphotography.com

Sam agnew

Director

Bobby Hoffman

Robert Hoffman, CFA

director

Jack-Peat

Jack Peat

Director

Margret Trilli Headshot 2021

Margaret Trilli

Director

Thomas_Michael-RGB-2-(2)-(1)

Michael Thomas, CFA

Director

Tom Petroff, Managing Director

Tom Petroff

MANAGING DIRECTOR

Cody Danks Burke

Managing Director

Nora Jones

Nora V. Jones, CPA

Controller

Chuck Woolcott, CPA, Senior Accountant

Chuck Woolcott, CPA

Senior Accountant

Katie Hendrickson, Staff Accountant

Katie Hendrickson

Staff Accountant

Julie Gaskell

Accounting Specialist

Marcia Reyes

Executive Assistant/
Board Liaison

Our Directors

Dan Agnew

Dan Agnew

Chairman

ACappello-HS

Alex Cappello

Director

Robert Hoffman

Robert Hoffman, CFA

director

Jack-Peat

Jack Peat

Director

Steve-Lytle_600x960

Steve Lytle

Director

Sam-Agnew-Photo

Sam agnew

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
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Warburg Pincus Logo
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Connect

Contact Us

We welcome inquiries about our firm and our investments.

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, CPA

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.

Chuck Woolcott, CPA

Senior Accountant

Chuck manages and oversees the financial closing process by reconciling, analyzing, and interpreting the financial position of the company. Chuck holds a B.S. in Business Administration from Oregon State University and professional certification of Certified Public Accountant with a public accounting background as a tax professional. Prior to The Agnew Company, Chuck worked for a Fortune 100 company gaining experience in international accounting.

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

Staff 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

Accounting Specialist

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.

Marcia Reyes

Executive Assistant/Board Liaison

Marcia is responsible for supporting the President and CIO of the Agnew Company, acting as his chief of staff and as the Board Liaison.  She has over 15 years of experience as an executive assistant working in Private Equity and High Net Worth Family Offices.  Marcia is on the Board of several theater companies in Portland and enjoys archery.

Dan Agnew

CEO and Chairman of the Board

Dan is a third generation family member who has championed and led The Agnew Company’s business growth and investment diversification for over 30 years. Dan is a graduate of Oregon State University and Willamette University School of Law and has been and remains active on industry and charitable boards.

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.

Steve Lytle

director

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.

Sam Agnew

director

Sam is an attentive steward and a fourth-generation family member.  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 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.  Pursuit Distilling Co. was founded to create a culture of inclusion, engagement, and fun productivity while producing Spirits.  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. 

Robert Hoffman, CFA

director

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.

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.

Margret Trilli

director

Margret is the CEO and CIO for ImpactAssets, a private equity and impact investing firm serving family offices and family foundations. Margret’s 25-year career includes executive leadership, investment and operating roles for companies including Barclays Global Investors/Blackrock and Charles Schwab. Her experience spans investment management, product management, strategy and planning, reengineering, turnarounds and business building. Margret’s investment expertise spans direct PE and venture capital, international equities, currency hedging, commercial real estate, energy, natural resources, ESG/values-aligned strategies and impact investing. She founded Intentional Capital, a boutique PE firm serving custom direct investments to a select group of family offices. Margret also serves on the boards and investment committees of three family offices. 

Margret graduated from Stanford Graduate School of Business and holds a degree in Economics from University of California Santa Barbara.

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.  He has spoken at industry events around the world. 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.

Margret Trilli

director

Margret is the CEO and CIO for ImpactAssets, a private equity and impact investing firm serving family offices and family foundations. Margret’s 25-year career includes executive leadership, investment and operating roles for companies including Barclays Global Investors/Blackrock and Charles Schwab. Her experience spans investment management, product management, strategy and planning, reengineering, turnarounds and business building. Margret’s investment expertise spans direct PE and venture capital, international equities, currency hedging, commercial real estate, energy, natural resources, ESG/values-aligned strategies and impact investing. She founded Intentional Capital, a boutique PE firm serving custom direct investments to a select group of family offices. Margret also serves on the boards and investment committees of three family offices. 

Margret graduated from Stanford Graduate School of Business and holds a degree in Economics from University of California Santa Barbara.

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.  He has spoken at industry events around the world. 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.