Profil
Mr. Geoffrey A. Wise, CFA, is Portfolio Manager at Waterequity, Inc. He is responsible for financial modeling, currency hedging, portfolio analysis, and investment research.
He brings more than 20 years of financial experience to this role.
Prior to joining WaterEquity, he worked at American Century Investments as a financial analyst with the company’s global and value investment teams.
In this role, he conducted financial modeling and portfolio research.
His background spans engineering and finance, resulting in experience with client relations, economic research, and equity analysis.
He received his Bachelor of Science in Civil Engineering from the Rose-Hulman Institute of Technology, holds a Master of Science degree in Environmental Science and Engineering from the Colorado School of Mines, and is a Chartered Financial Analyst (CFA).
Aktiva positioner av Geoffrey A. Wise
| Företag | Position | Start |
|---|---|---|
Waterequity, Inc.
Waterequity, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment advice for foundations | Analyst-Equity | - |
Tidigare kända positioner av Geoffrey A. Wise
| Företag | Position | Slut |
|---|---|---|
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach. | Analyst-Equity | - |
Geoffrey A. Wises utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach. | Finance |
Colorado School of Mines
Colorado School of Mines Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rose-Hulman Institute of Technology, Inc.
Rose-Hulman Institute of Technology, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Waterequity, Inc.
Waterequity, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment advice for foundations | Miscellaneous |
















