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Jeff Wilson active positions
Companies | Position | Start | End |
---|---|---|---|
Blue Grotto Capital LLC
![]() Blue Grotto Capital LLC Investment ManagersFinance Blue Grotto Capital LLC (Blue Grotto) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded by Benjamin "Ben" Gordon in 2018. Blue Grotto provides investment advisory services to pooled investment vehicles, certain single-investor investment vehicles, and separately managed accounts. | Analyst-Equity | 2017-12-31 | - |
Investment Committee Member | 2017-12-31 | - | |
Portfolio Manager-Equities | 2017-12-31 | - |
Career history of Jeff Wilson
Former positions of Jeff Wilson
Companies | Position | Start | End |
---|---|---|---|
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Analyst-Equity | 2004-12-31 | - |
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Analyst-Equity | 2004-12-31 | - |
Portfolio Manager-Equities | 2004-12-31 | - |
Training of Jeff Wilson
Wake Forest University | Graduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 3 |
Portfolio Manager-Equities | 2 |
Graduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Finance |
Blue Grotto Capital LLC
![]() Blue Grotto Capital LLC Investment ManagersFinance Blue Grotto Capital LLC (Blue Grotto) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. The firm was founded by Benjamin "Ben" Gordon in 2018. Blue Grotto provides investment advisory services to pooled investment vehicles, certain single-investor investment vehicles, and separately managed accounts. | Finance |
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