David Alan Rolfe
Directeur en chef des Investissements chez Wedgewood Partners, Inc.
Profil
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.
Postes actifs de David Alan Rolfe
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur en chef des Investissements | 01/04/1992 |
Anciens postes connus de David Alan Rolfe
| Sociétés | Poste | Fin |
|---|---|---|
| Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | - |
Formation de David Alan Rolfe
| University of Missouri | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
