David Alan Rolfe
Director de Inversiones en Wedgewood Partners, Inc. .
Perfil
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.
Cargos activos de David Alan Rolfe
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Director de Inversiones | 01/04/1992 |
Antiguos cargos conocidos de David Alan Rolfe.
| Empresas | Cargo | Fin |
|---|---|---|
| Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | - |
Formación de David Alan Rolfe.
| University of Missouri | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 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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