Lisa Longo Wildeisen

Compliance Officer chez

Rockwood Capital Advisors LLC

Finance

Consumer Services

Profil

Ms. Lisa L.
Wildeisen, CFA, is a CCO, Partner & Senior Investment Manager at Rockwood Capital Advisors LLC.
She has accumulated over two decades of investment management experience in both the fixed income and equity markets.
Prior to joining Rockwood, Ms. Wildeisen was a portfolio manager at A.G.
Edwards Trust Company in St. Louis with responsibility for managing endowments, foundations, and other types of trusts.
Previously, she was a portfolio manager for Conning Asset Management, in St. Louis, managing passive equity and small cap stock products totaling $1.7 billion.
Ms. Wildeisen also assisted in managing fixed-income funds totaling $5 billion, and was a manager of accounting research and systems.
She is a graduate of John Carroll University with a B.S.B.A. in Accounting.
Ms. Wildeisen also earned the Chartered Financial Analyst designation and is a member and former governor of the CFA Society of St. Louis.

Postes actifs de Lisa Longo Wildeisen

Sociétés	Poste	Début
Rockwood Capital Advisors LLC Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital specializes in both equity and fixed income strategies. The firm was built on the belief that high-quality bonds should be the foundation of one’s investment program. Managing risk and identifying value are essential elements of their disciplined approach and deeply embedded in their three primary strategies. Rockwood Capital offers active and passive equity strategies based on high-quality and disciplined investment principles, philosophies and processes.	Compliance Officer	01/05/2001

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Anciens postes connus de Lisa Longo Wildeisen

Sociétés	Poste	Fin
A.G. Edwards Trust Co., FSB A.G. Edwards Trust Co., FSB Savings BanksFinance Federally chartered savings bank	Corporate Officer/Principal	-
Conning, Inc. Conning, Inc. Investment ManagersFinance Conning offers a range of actively managed multi-sector strategies. The firm strives to deliver investment results through strategic asset allocation, sector rotation and issue selection, while addressing their clients’ unique requirements. They utilize proprietary research and analysis which is critical to improving returns while carefully managing risk.	Gestionnaire de Portefeuille-Actions	-

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Entreprise privées	4
Conning, Inc. Conning, Inc. Investment ManagersFinance Conning offers a range of actively managed multi-sector strategies. The firm strives to deliver investment results through strategic asset allocation, sector rotation and issue selection, while addressing their clients’ unique requirements. They utilize proprietary research and analysis which is critical to improving returns while carefully managing risk.	Finance
A.G. Edwards Trust Co., FSB A.G. Edwards Trust Co., FSB Savings BanksFinance Federally chartered savings bank	Finance
Rockwood Capital Advisors LLC Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital specializes in both equity and fixed income strategies. The firm was built on the belief that high-quality bonds should be the foundation of one’s investment program. Managing risk and identifying value are essential elements of their disciplined approach and deeply embedded in their three primary strategies. Rockwood Capital offers active and passive equity strategies based on high-quality and disciplined investment principles, philosophies and processes.	Finance
John Carroll University John Carroll University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services