Profile
Mr. Todd N.
Wolter, CFA MBA, is a CIO of US & Alternative Strategies & Senior Portfolio Manager at ClariVest Asset Management LLC.
He is on the Board of Directors at ClariVest Asset Management LLC and Clarivest Emerging Markets Socially Responsible Fund LLC.
He is part of the leadership of the investment team, focusing on Alternatives/U.S.
Micro and Small Cap strategies.
Prior to forming ClariVest in March 2006, Mr. Wolter was the Portfolio Manager for the Systematic Mid-Cap strategies and Co-Manager for the Systematic Small/Mid (smid) strategies at Nicholas-Applegate Capital Management.
He was a member of the Systematic investment team that managed over $5 billion in assets at Nicholas-Applegate.
Prior to Nicholas-Applegate, he worked as a Quantitative Risk Analyst with Credit Suisse Asset Management.
He has also held positions with Prudential Securities and Olde Financial.
He began his investment career in 1995.
Mr. Wolter holds a Bachelor's degree in Economics from the University of Southern California and an MBA from the University of California, Irvine.
Todd Nathan Wolter active positions
| Companies | Position | Start |
|---|---|---|
ClariVest Asset Management LLC
ClariVest Asset Management LLC Investment ManagersFinance ClariVest uses a fundamentally based, bottom-up investment strategy. The firm utilizes a number of different quantitative tools to facilitate the investment process. They primarily manage domestic, international, and global equity portfolios. The market-capitalization spectrum of these portfolios ranges from micro-cap to large-cap. The portfolios also vary in style from growth to core to value. | Founder | 2006-02-28 |
Clarivest Emerging Markets Socially Responsible Fund LLC
Clarivest Emerging Markets Socially Responsible Fund LLC Investment Trusts/Mutual FundsMiscellaneous Pooled investment fund | Director/Board Member | - |
Former positions of Todd Nathan Wolter
| Companies | Position | End |
|---|---|---|
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Portfolio Manager-Equities | 2006-02-27 |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 1999-12-30 |
Olde Financial Corp
Olde Financial Corp Investment Banks/BrokersFinance Provides brokerage and other financial services | Corporate Officer/Principal | 1999-12-30 |
Credit Suisse Asset Management investicní spolecnost as
Credit Suisse Asset Management investicní spolecnost as Investment Banks/BrokersFinance Provides financial investment services | Corporate Officer/Principal | 1999-12-30 |
Training of Todd Nathan Wolter
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Olde Financial Corp
Olde Financial Corp Investment Banks/BrokersFinance Provides brokerage and other financial services | Finance |
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Nicholas-Applegate Capital Management employs a forward-thinking, change-focused investment philosophy to create domestic and international portfolios across fundamental and systematic equity, income and growth strategies. The firm's investment approach seeks to identify points of inflection that could lead to strong price appreciation and to invest in a timely manner to maximize return potential. The firm's range of investment strategies include domestic, global, international and specialty portfolios. Each portfolio follows one of two approaches: traditional or model-driven (systematic). Nicholas-Applegate tends to invest in the stocks of companies in the electronic technology, health technology, technology services, consumer non-durables and finance sectors. The firm invests globally, across all market-caps. Nicholas-Applegate maintains a medium turnover rate. | Finance |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Irvine
University of California, Irvine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Credit Suisse Asset Management investicní spolecnost as
Credit Suisse Asset Management investicní spolecnost as Investment Banks/BrokersFinance Provides financial investment services | Finance |
ClariVest Asset Management LLC
ClariVest Asset Management LLC Investment ManagersFinance ClariVest uses a fundamentally based, bottom-up investment strategy. The firm utilizes a number of different quantitative tools to facilitate the investment process. They primarily manage domestic, international, and global equity portfolios. The market-capitalization spectrum of these portfolios ranges from micro-cap to large-cap. The portfolios also vary in style from growth to core to value. | Finance |
Clarivest Emerging Markets Socially Responsible Fund LLC
Clarivest Emerging Markets Socially Responsible Fund LLC Investment Trusts/Mutual FundsMiscellaneous Pooled investment fund | Miscellaneous |
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