Chris Jersan
Portfolio Manager-Equities at Wedgewood Partners, Inc.
Profile
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.
Chris Jersan active positions
Companies | Position | Start |
---|---|---|
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-Equities | 2022-12-31 |
Former positions of Chris Jersan
Companies | Position | End |
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Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients. | 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 | - |
Training of Chris Jersan
St. Louis University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients. | 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 |
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