Profil
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.
Postes actifs de Carl Matthew Wiese
| Sociétés | Poste | Début |
|---|---|---|
Grow Funds LLC
 Grow Funds LLC Investment ManagersFinance Grow Funds LLC (GROW) is an independent asset management firm headquartered in La Jolla, California. The firm was founded in 2015 by Carl Wiese. GROW provides investment supervisory services on a discretionary basis to individuals, high-net worth individuals, pension and profit-sharing plans, businesses, institutional clients, and pooled investment vehicles. | Fondateur | 01/04/2015 |
Anciens postes connus de Carl Matthew Wiese
| Sociétés | Poste | Fin |
|---|---|---|
GROW Partners LLC
 GROW Partners LLC Investment ManagersFinance Founded in 2012 by Carl Wiese, GROW Partners LLC is a hedge fund manager located in San Diego, California. | Fondateur | - |
Wall Street Associates LLC
 Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Analyst-Equity | 30/10/2009 |
Formation de Carl Matthew Wiese
| University of San Diego | Undergraduate Degree |
| San Diego State University | Graduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Founded in 1987, Wall Street Associates LLC is a registered investment advisor located in La Jolla, California. The firm is a subsidiary of Wall Street Associates II LLC. They manage growth portfolios primarily invested in domestic equity securities for institutional investors and private clients. WSA provides fully discretionary and model equity investment advisory services for a variety of clients. In addition, the firm serves as sub-advisor for accounts that are co-managed by other non-affiliated investment advisers. WSA also serves as a sub-advisor to open-ended mutual funds sponsored by unrelated NYSE member firms. | Finance |
GROW Partners LLC
GROW Partners LLC Investment ManagersFinance Founded in 2012 by Carl Wiese, GROW Partners LLC is a hedge fund manager located in San Diego, California. | Finance |
Grow Funds LLC
Grow Funds LLC Investment ManagersFinance Grow Funds LLC (GROW) is an independent asset management firm headquartered in La Jolla, California. The firm was founded in 2015 by Carl Wiese. GROW provides investment supervisory services on a discretionary basis to individuals, high-net worth individuals, pension and profit-sharing plans, businesses, institutional clients, and pooled investment vehicles. | Finance |
