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Perfil
Mr. Carl M.
Wiese, CFA, is a Founder & Portfolio Manager at Grow Funds LLC.
Mr. Wiese is also the Chief Investment Officer and Portfolio Manager for GROW Funds LLC and has over 30 years of investment management experience.
Prior to launching GROW, he was a Principal and Portfolio Manager at Wall Street Associates, where he was responsible for Micro, Small and Mid-Cap investment strategy and was a member of the investment management team for 12 years.
Additionally, under the Wall Street Umbrella, Mr. Carl Wiese was involved with two hedge funds; Vallum Investment Partners, L.P.
from 2010 – 2012 as a founder and portfolio manager, and GEM Capital Partners, L.P.
from 2003 – 2005 as the sole analyst.
Before joining Wall Street Associates, he was an analyst and Portfolio Manager at Hokanson Capital Management (Aspiriant) for four years and an Analyst at William O'Neil & Company (publisher of Investors Business Daily) for four years.
He earned a Bachelor of Business Administration degree from the University of San Diego and a Master of Science in Finance degree from San Diego State University.
Mr. Wiese is a CFA charter holder and served on the Board of Directors for the CFA Society of San Diego as the Education Chair for many years.
Cargos activos de Carl Matthew Wiese
| Empresas | Cargo | Inicio |
|---|---|---|
Grow Funds LLC
 Grow Funds LLC Investment ManagersFinance GROW is a growth-oriented manager that offers institutional stock selection and tailored investment solutions for clients. The firm employs a custom, bottom-up perspective and proprietary screening to find stocks that best fit the client's portfolio. Portfolios are custom-made for growth, income, and capital preservation. The investment strategy of GROW is to achieve above-market returns, minimize risk, and preserve capital through an investment and portfolio management process. | Director Ejecutivo | 01/04/2015 |
Antiguos cargos conocidos de Carl Matthew Wiese.
| Empresas | Cargo | Fin |
|---|---|---|
GROW Partners LLC
 GROW Partners LLC Investment ManagersFinance GROW Partners manages a long/short, small-cap equity hedge fund | Fundador | - |
Wall Street Associates LLC
 Wall Street Associates LLC Investment ManagersFinance Wall Street Associates (WSA) provides investment management services primarily focused on U.S. growth equity investments consisting of the following strategies: Micro Cap Growth, Institutional Small Growth, Small-Mid Cap Growth, Mid Cap Growth, Concentrated Mid Cap Growth, Large Cap Growth, and the Global Environmental Efficiency Portfolio (GEEP). The majority of assets managed by WSA are invested in long-only strategies for separate accounts and investment funds. The firm's investment approach combines fundamental, bottom-up stock selection with disciplined risk management and seeks to maximize total return. | Analyst-Equity | 30/10/2009 |
Formación de Carl Matthew Wiese.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
2
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Wall Street Associates (WSA) provides investment management services primarily focused on U.S. growth equity investments consisting of the following strategies: Micro Cap Growth, Institutional Small Growth, Small-Mid Cap Growth, Mid Cap Growth, Concentrated Mid Cap Growth, Large Cap Growth, and the Global Environmental Efficiency Portfolio (GEEP). The majority of assets managed by WSA are invested in long-only strategies for separate accounts and investment funds. The firm's investment approach combines fundamental, bottom-up stock selection with disciplined risk management and seeks to maximize total return. | Finance |
San Diego State University
 San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Diego
 University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GROW Partners LLC
GROW Partners LLC Investment ManagersFinance GROW Partners manages a long/short, small-cap equity hedge fund | Finance |
Grow Funds LLC
Grow Funds LLC Investment ManagersFinance GROW is a growth-oriented manager that offers institutional stock selection and tailored investment solutions for clients. The firm employs a custom, bottom-up perspective and proprietary screening to find stocks that best fit the client's portfolio. Portfolios are custom-made for growth, income, and capital preservation. The investment strategy of GROW is to achieve above-market returns, minimize risk, and preserve capital through an investment and portfolio management process. | Finance |
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