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Jeffrey Wilson, CFA
Managing Director | 20 years industry experience
Jeffrey Wilson, CFA
Managing Director 20 years industry experience
Biography
Mr. Wilson is a Managing Director and serves as a Portfolio Manager for the Core Equity team. Prior to joining the firm in 2024, Mr. Wilson was a Senior Analyst and Portfolio Manager at Blue Grotto Capital and GMT Capital, and began his career at the institutional investment firm Montag & Caldwell. Mr. Wilson holds the Chartered Financial Analyst designation and is a graduate of Wake Forest University where he earned a Bachelor of Science degree in Finance and Master of Science degree in Accounting.
Guided by a fundamental core approach that seeks to invest in mid to large-cap companies in strong financial condition with equities priced below our fair value estimate.
Guided by a fundamental core approach that seeks to invest in mid to large-cap companies in strong financial condition with equities priced below our fair value estimate.