Profiel
Prior to founding Cottonwood Investments in August 2009, Mr. Wolfenden had been with RS Investments since April 2001.
Prior to that time, he was at Dresdner RCM Global Investors since 1994, where he served on the micro-cap and small-cap growth investment management teams.
Mr. Wolfenden holds a B.A.
in economics from Southern Methodist University and an M.B.A.
with a dual concentration in finance and accounting from Vanderbilt University.
Eerdere bekende functies van Bill J. Wolfenden
Bedrijven | Functie | Einde |
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RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals. | Analyst-Equity | 31-07-2009 |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Portefeuillebeheerder-Aandelen | 31-12-2000 |
Cottonwood Investments
Cottonwood Investments Investment ManagersFinance Founded in 2009 by William Wolfenden, Cottonwood Investments is an investment advisor located in Alameda, California | Oprichter | - |
Opleiding van Bill J. Wolfenden
Southern Methodist University | Undergraduate Degree |
Vanderbilt University | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 3 |
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RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
RS Investment Management Co. LLC
RS Investment Management Co. LLC Investment ManagersFinance RS Investment Management Co. LLC (also known as RS Investments) is an investment advisor and mutual fund manager headquartered in San Francisco, California. Founded in 1986, the firm was acquired by Victory Capital Management, Inc. from The Guardian Life Insurance Co. of America in July 2016. They operate as an independent franchise within Victory Capital's multi-boutique model. Each of the teams within the RS franchise continues to operate autonomously. RS Investments provides investment advisory services to mutual funds, institutions, private pooled investment vehicles, and high net-worth individuals. | Finance |
Cottonwood Investments
Cottonwood Investments Investment ManagersFinance Founded in 2009 by William Wolfenden, Cottonwood Investments is an investment advisor located in Alameda, California | Finance |