David Alan Rolfe
Direttore degli Investimenti presso Wedgewood Partners, Inc.
Profilo
Mr. David A.
Rolfe, CFA, is a Chief Investment Officer at Wedgewood Partners, Inc. He oversees its portfolio research, construction and management.
He is the architect of the firm’s investment strategy, one that takes a patient and focused approach to long term investing in which we think and act like business owners, and one developed and refined over three decades of industry experience.
Prior to joining the firm, Mr. Rolfe was a portfolio manager with Boatmen’s Trust.
He holds a BSBA in Finance from the University of Missouri-St. Louis and holds the Chartered Financial Analyst designation.
Posizioni attive di David Alan Rolfe
| Società | Posizione | Inizio |
|---|---|---|
Wedgewood Partners, Inc.
 Wedgewood Partners, Inc. Investment ManagersFinance Wedgewood Partners, Inc. (Wedgewood) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded in 1988 by Anthony L. Guerrerio. Wedgewood manages separate accounts for high net-worth individuals, institutions and investment companies. The firm also acts as a sub-adviser to certain wrap fee programs. | Direttore degli Investimenti | 01/04/1992 |
Precedenti posizioni note di David Alan Rolfe
| Società | Posizione | Fine |
|---|---|---|
| Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | - |
Formazione di David Alan Rolfe
| 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 | 2 |
|---|---|
Wedgewood Partners, Inc.
Wedgewood Partners, Inc. Investment ManagersFinance Wedgewood Partners, Inc. (Wedgewood) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded in 1988 by Anthony L. Guerrerio. Wedgewood manages separate accounts for high net-worth individuals, institutions and investment companies. The firm also acts as a sub-adviser to certain wrap fee programs. | Finance |
| Boatmen's Trust Co. (Missouri) | Finance |
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