Rob Wedeking
Directeur en chef des Investissements chez Geller Advisors LLC
Profil
Mr. Robert D.
Wedeking, CFA, is a Chief Investment Officer at Geller Advisors LLC.
He sets the strategic direction that guides all investment management decisions for clients.
He is responsible for all investment matters including asset allocation, portfolio structuring, manager due diligence, risk management and the selection and review of investment managers.
He chairs the firm’s Investment Committee as well as the Investment Advisory Committee.
He has extensive experience in asset management and investing in a wide variety of hedge fund, private equity and traditional investment vehicles.
Prior to joining Geller Advisors, Mr. Wedeking worked at Caxton Associates LP for more than twenty-one years serving as Director of Alternative Investments and as Portfolio Manager for Caxton Select LLC, a $1.1 billion multi-strategy fund of funds.
At Caxton, he was also responsible for sourcing and evaluating a broad spectrum of investment opportunities and creating customized portfolios across all asset classes for the principals of Caxton and their affiliates.
He received a BA in Accounting and Finance from Hartwick College and is a Chartered Financial Analyst.
Postes actifs de Rob Wedeking
| Sociétés | Poste | Début |
|---|---|---|
Geller Advisors LLC
 Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Directeur en chef des Investissements | 01/03/2012 |
Anciens postes connus de Rob Wedeking
| Sociétés | Poste | Fin |
|---|---|---|
Caxton Associates LP
 Caxton Associates LP Investment ManagersFinance Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds. | Gestionnaire de Portefeuille-Actions | 01/12/2011 |
Formation de Rob Wedeking
| Hartwick College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Caxton Associates LP
Caxton Associates LP Investment ManagersFinance Caxton Associates LP (Caxton) is an independent, SEC- registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded as the successor to Caxton Corp., which was founded in 1983 by Bruce Kovner. Caxton serves directly or indirectly as general partner, manager or advisor to several domestic and foreign private investment funds, and as a trading advisor to several foreign private investment funds. | Finance |
Geller Advisors LLC
Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Finance |
