Andrew Holtgrieve
Fondatore presso Rockwood Capital Advisors LLC
Profilo
Mr. Donald A.
Holtgrieve is a Managing Partner & Chief Operating Officer at Rockwood Capital Advisors LLC.
Mr. Holtgrieve is a founding partner at the firm and has over thirty years of experience in the investment management industry.
He coordinates many of the firm’s operations, as well as relationship management activities and client communication programs.
Prior to the formation of Rockwood Capital, Mr. Holtgrieve spent thirteen years with Boatmen’s Trust company with responsibilities in personal trust portfolio management, marketing and institutional fixed income management.
He also served as a member of Boatmen’s fixed income strategy team.
Previously, Mr. Holtgrieve was a registered investment representative with the brokerage firms of Shearson and Dean Witter Reynolds.
He earned his Bachelor’s degree in Business Administration from the University of Missouri-Columbia.
Posizioni attive di Andrew Holtgrieve
Società | Posizione | Inizio |
---|---|---|
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Fondatore | 01/01/1997 |
Precedenti posizioni note di Andrew Holtgrieve
Società | Posizione | Fine |
---|---|---|
Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Formazione di Andrew Holtgrieve
University of Missouri | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
---|---|
Boatmen's Trust Co. (Missouri) | Finance |
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Finance |
Dean Witter Reynolds, Inc. | Finance |
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