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Chelsea Wiater
Gestore di Portafoglio-Azioni presso EFG Asset Management (North America) Corp.
Profilo
Ms. Chelsea Wiater is a Portfolio Manager at EFG Asset Management (North America) Corp.
She joined EFGAM in 2016 and is a Portfolio Manager specialising in the research and analysis of consumer discretionary, consumer staples, and communication services stocks.
She has held the roles of Senior Research Analyst and Research Analyst while at EFGAM.
She started in the industry in 2009 with the investment team at Mazama Capital Management, where she held various roles including Research Analyst and Head Equities Trader, working closely with Mazama's PM’s and conducting research across several industry groups including industrials and consumer discretionary.
Prior to Mazama, she held a sales and marketing position at a small business and worked in compliance and administration for the Trinity University Athletics Department.
She holds a BSc in Business Administration & Marketing with an additional major in Spanish from Trinity University, and a MS in Finance at Portland State University.
Posizioni attive di Chelsea Wiater
Società | Posizione | Inizio |
---|---|---|
EFG Asset Management (North America) Corp.
![]() EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients. | Gestore di Portafoglio-Azioni | 01/02/2021 |
Precedenti posizioni note di Chelsea Wiater
Società | Posizione | Fine |
---|---|---|
EFG Asset Management (Americas) Corp.
![]() EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Analyst-Equity | 01/02/2021 |
Mazama Capital Management, Inc.
![]() Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City | Analyst-Equity | 01/03/2016 |
Trinity University | Corporate Officer/Principal | - |
Formazione di Chelsea Wiater
Trinity 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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Mazama Capital Management, Inc.
![]() Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City | Finance |
EFG Asset Management (Americas) Corp.
![]() EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Finance |
EFG Asset Management (North America) Corp.
![]() EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients. | Finance |
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