Lisa Longo Wildeisen
Compliance Officer at Rockwood Capital Advisors LLC
Lisa Longo Wildeisen active positions
| Companies | Position | Start | End |
|---|---|---|---|
Rockwood Capital Advisors LLC
 Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Compliance Officer | 2001-04-30 | - |
| Portfolio Manager-Equities | 2001-04-30 | - | |
| Portfolio Manager-Fixed Income | 2001-04-30 | - |
Career history of Lisa Longo Wildeisen
Former positions of Lisa Longo Wildeisen
| Companies | Position | Start | End |
|---|---|---|---|
| A.G. Edwards Trust Co., FSB | Corporate Officer/Principal | - | - |
Conning, Inc.
 Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Portfolio Manager-Equities | - | - |
Training of Lisa Longo Wildeisen
| John Carroll University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Compliance Officer | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Finance |
Conning, Inc.
Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Finance |
| A.G. Edwards Trust Co., FSB | Finance |
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