Chris Jersan
Portfolio Manager-Aktien bei 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.
Aktive Positionen von Chris Jersan
Unternehmen | Position | Beginn |
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Wedgewood Partners, Inc.
Wedgewood Partners, Inc. Investment ManagersFinance Wedgewood Partners, Inc. (Wedgewood) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded in 1988 by Anthony L. Guerrerio. Wedgewood manages separate accounts for high net-worth individuals, institutions and investment companies. The firm also acts as a sub-adviser to certain wrap fee programs. | Portfolio Manager-Aktien | 01.01.2023 |
Ehemalige bekannte Positionen von Chris Jersan
Unternehmen | Position | Ende |
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Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) is the asset management division of Commerce Bank, a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company headquartered in Kansas City, Missouri. Founded in 1865, Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Corporate Officer/Principal | - |
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 Chris Jersan
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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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 |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) is the asset management division of Commerce Bank, a subsidiary of Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company headquartered in Kansas City, Missouri. Founded in 1865, Commerce Bank provides investment management services to pension funds, endowments, foundations and individuals. They also serve as the investment advisor to the Commerce family of mutual funds. | Finance |
Wedgewood Partners, Inc.
Wedgewood Partners, Inc. Investment ManagersFinance Wedgewood Partners, Inc. (Wedgewood) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded in 1988 by Anthony L. Guerrerio. Wedgewood manages separate accounts for high net-worth individuals, institutions and investment companies. The firm also acts as a sub-adviser to certain wrap fee programs. | Finance |