Career history of Morgan Lynn Koenig
Former positions of Morgan Lynn Koenig
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 2012-12-31 | 2019-09-30 |
Portfolio Manager-Equities | 2012-12-31 | 2019-09-30 | |
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. | Corporate Officer/Principal | - | - |
Training of Morgan Lynn Koenig
University of Missouri | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
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 |
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 |
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