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Chad Edward Hoffman
Analyst-Equity presso WCM Investment Management LLC
Profilo
Mr. Chad E.
Hoffman is a Portfolio Manager & Business Analyst at WCM Investment Management LLC.
He joined WCM in 2018, as a member of the Investment Strategy Group for firm's domestic growth strategies, his primary responsibilities are portfolio management and equity research.
His industry experience includes serving as Assistant Portfolio Manager for the Small-Cap Growth and SMID-Cap Growth strategies at Kennedy Capital Management and, earlier, at Missouri Valley Partners.
He also served as Equity Research Analyst at both Kennedy Capital Management and Missouri Valley Partners, with significant experience following the Information Technology sector.
He graduated Summa Cum Laude from Saint Louis University (Missouri) with a B.S.
in Finance.
Posizioni attive di Chad Edward Hoffman
Società | Posizione | Inizio |
---|---|---|
WCM Investment Management LLC
![]() WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Analyst-Equity | 01/12/2018 |
Precedenti posizioni note di Chad Edward Hoffman
Società | Posizione | Fine |
---|---|---|
Missouri Valley Partners, Inc.
![]() Missouri Valley Partners, Inc. Investment ManagersFinance Founded in 2000 by Greg Glidden, Tom Pellett, Dick Williams, Tom Dezort, Gary Hurlbut and Lou Jarodsky, Missouri Valley Partners, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Missouri Valley Partners' clients include corporations, public entities, Taft-Hartley plans, endowments, foundations and high net-worth individuals throughout the US. Their specialties include asset allocation, large-cap and small-cap equity and fixed-income portfolio management | Analyst-Equity | 30/09/2010 |
Kennedy Capital Management LLC
![]() Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Analyst-Equity | - |
Formazione di Chad Edward Hoffman
St. Louis University | 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 |
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Missouri Valley Partners, Inc.
![]() Missouri Valley Partners, Inc. Investment ManagersFinance Founded in 2000 by Greg Glidden, Tom Pellett, Dick Williams, Tom Dezort, Gary Hurlbut and Lou Jarodsky, Missouri Valley Partners, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Missouri Valley Partners' clients include corporations, public entities, Taft-Hartley plans, endowments, foundations and high net-worth individuals throughout the US. Their specialties include asset allocation, large-cap and small-cap equity and fixed-income portfolio management | Finance |
Kennedy Capital Management LLC
![]() Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Finance |
WCM Investment Management LLC
![]() WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Finance |
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