Chad Edward Hoffman
Analyst-Equity bei WCM Investment Management LLC
Profil
Mr. Chad E.
Hoffman is a Portfolio Manager & Business Analyst at WCM Investment Management LLC.
He joined WCM in 2018, as a member of the Investment Strategy Group for firm's domestic growth strategies, his primary responsibilities are portfolio management and equity research.
His industry experience includes serving as Assistant Portfolio Manager for the Small-Cap Growth and SMID-Cap Growth strategies at Kennedy Capital Management and, earlier, at Missouri Valley Partners.
He also served as Equity Research Analyst at both Kennedy Capital Management and Missouri Valley Partners, with significant experience following the Information Technology sector.
He graduated Summa Cum Laude from Saint Louis University (Missouri) with a B.S.
in Finance.
Aktive Positionen von Chad Edward Hoffman
Unternehmen | Position | Beginn |
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WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Analyst-Equity | 01.12.2018 |
Ehemalige bekannte Positionen von Chad Edward Hoffman
Unternehmen | Position | Ende |
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Missouri Valley Partners, Inc.
Missouri Valley Partners, Inc. Investment ManagersFinance Founded in 2000 by Greg Glidden, Tom Pellett, Dick Williams, Tom Dezort, Gary Hurlbut and Lou Jarodsky, Missouri Valley Partners, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Missouri Valley Partners' clients include corporations, public entities, Taft-Hartley plans, endowments, foundations and high net-worth individuals throughout the US. Their specialties include asset allocation, large-cap and small-cap equity and fixed-income portfolio management | Analyst-Equity | 30.09.2010 |
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Analyst-Equity | - |
Ausbildung von Chad Edward Hoffman
St. Louis University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Missouri Valley Partners, Inc.
Missouri Valley Partners, Inc. Investment ManagersFinance Founded in 2000 by Greg Glidden, Tom Pellett, Dick Williams, Tom Dezort, Gary Hurlbut and Lou Jarodsky, Missouri Valley Partners, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Missouri Valley Partners' clients include corporations, public entities, Taft-Hartley plans, endowments, foundations and high net-worth individuals throughout the US. Their specialties include asset allocation, large-cap and small-cap equity and fixed-income portfolio management | Finance |
Kennedy Capital Management LLC
Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Finance |
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Finance |