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Chris Jersan
Gestionnaire de Portefeuille-Actions chez
Wedgewood Partners, Inc.
Profil
Mr. Christopher T.
Jersan, CFA, is a Portfolio Manager at Wedgewood Partners, Inc. He is responsible for investment research and stock selection.
Prior to Wedgewood, Mr. Jersan held the position of Equity Research Analyst with Kennedy Capital Management for over a decade.
He began his career as an equity analyst and private client portfolio manager with Commerce Trust Company.
He graduated from Saint Louis University, magna cum laude, in 1998 with a BSBA in Finance.
He also holds the Chartered Financial Analyst designation and focused on advanced investment analysis and real-world portfolio management skills.
Postes actifs de Chris Jersan
| Sociétés | Poste | Début |
|---|---|---|
Wedgewood Partners, Inc.
 Wedgewood Partners, Inc. Investment ManagersFinance Wedgewood is primarily a Large-Cap Growth (LCG) securities manager that offers various investment products. The firm’s underlying equity investment philosophy is predicated on their strong belief that significant long- term wealth will be created by thinking, analyzing, and investing as “owners” in companies. Their clients’ portfolios are purposefully and most distinctly different to those of the typical institutional portfolio in terms of the concentration of holdings and annual turnover. They seek to concentrate their portfolios in approximately 20 or so unusually profitable companies in just a handful of industries. | Gestionnaire de Portefeuille-Actions | 01/01/2023 |
Anciens postes connus de Chris Jersan
| Sociétés | Poste | Fin |
|---|---|---|
Commerce Bank (Investment Management)
 Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon. | Corporate Officer/Principal | - |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance KCM is an active manager that aims to generate superior returns in the micro, small, and mid-cap domestic equity markets for their clients. The firm uses a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. Primary drivers for their decision to sell a stock if a change occurs to alter their view of the likely progression of the business include: (1) delivering results below their expectations, (2) a management change, (3) a change in competitive dynamics, and (4) when valuations become full. | Analyst-Equity | - |
Formation de Chris Jersan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
53
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance KCM is an active manager that aims to generate superior returns in the micro, small, and mid-cap domestic equity markets for their clients. The firm uses a detail-oriented, bottom-up proprietary research process driven by a team of more than a dozen sector-specific analysts. Primary drivers for their decision to sell a stock if a change occurs to alter their view of the likely progression of the business include: (1) delivering results below their expectations, (2) a management change, (3) a change in competitive dynamics, and (4) when valuations become full. | Finance |
Wedgewood Partners, Inc.
Wedgewood Partners, Inc. Investment ManagersFinance Wedgewood is primarily a Large-Cap Growth (LCG) securities manager that offers various investment products. The firm’s underlying equity investment philosophy is predicated on their strong belief that significant long- term wealth will be created by thinking, analyzing, and investing as “owners” in companies. Their clients’ portfolios are purposefully and most distinctly different to those of the typical institutional portfolio in terms of the concentration of holdings and annual turnover. They seek to concentrate their portfolios in approximately 20 or so unusually profitable companies in just a handful of industries. | Finance |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank-IM constructs an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more. The firm selects investments that balance risk and reward, and are based on the client’s goals, risk tolerance, and investment horizon. | Finance |
St. Louis University
 St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
