David Alan Rolfe
Chief Investment Officer bei 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.
Aktive Positionen von David Alan Rolfe
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Chief Investment Officer | 01.04.1992 |
Ehemalige bekannte Positionen von David Alan Rolfe
| Unternehmen | Position | Ende |
|---|---|---|
| Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | - |
Ausbildung von David Alan Rolfe
| University of Missouri | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |