Lisa Longo Wildeisen
Responsabile della Conformità presso Rockwood Capital Advisors LLC
Profilo
Ms. Lisa L.
Wildeisen, CFA, is a CCO, Partner & Senior Investment Manager at Rockwood Capital Advisors LLC.
She has accumulated over two decades of investment management experience in both the fixed income and equity markets.
Prior to joining Rockwood, Ms. Wildeisen was a portfolio manager at A.G.
Edwards Trust Company in St. Louis with responsibility for managing endowments, foundations, and other types of trusts.
Previously, she was a portfolio manager for Conning Asset Management, in St. Louis, managing passive equity and small cap stock products totaling $1.7 billion.
Ms. Wildeisen also assisted in managing fixed-income funds totaling $5 billion, and was a manager of accounting research and systems.
She is a graduate of John Carroll University with a B.S.B.A.
in Accounting.
Ms. Wildeisen also earned the Chartered Financial Analyst designation and is a member and former governor of the CFA Society of St. Louis.
Posizioni attive di Lisa Longo Wildeisen
| 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. | Responsabile della Conformità | 01/05/2001 |
Precedenti posizioni note di Lisa Longo Wildeisen
| Società | Posizione | Fine |
|---|---|---|
| A.G. Edwards Trust Co., FSB | Corporate Officer/Principal | - |
Conning, Inc.
 Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Gestore di Portafoglio-Azioni | - |
Formazione di Lisa Longo Wildeisen
| John Carroll 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 |
|---|---|
Conning, Inc.
Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Finance |
| A.G. Edwards Trust Co., FSB | 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 |
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- Lisa Longo Wildeisen
