Profile
Mr. Felipe F.
Garcia, CFA MBA, is a Chief Investment Officer at Inkwell Capital LLC.
Mr. Garcia was previously employed as an Equity Analyst by Weik Investment Services, Inc. He worked for a Registered Investment Adviser as a Portfolio Manager and its only Equity Analyst.
He was responsible for researching stocks to buy for client portfolios, and he managed portfolios ranging from high net worth individuals to charitable endowments and foundations.
His portfolio management responsibilities also included serving as co-manager of two investment partnerships.
Prior to attending Wharton, he worked for i2 Technologies, a supply-chain management software company.
During his three and a half years at i2, Felipe worked as an applications engineer responsible for the implementation and training of i2's demand planning software solutions for a wide variety of companies.
Prior to working at i2 Technologies, he worked at Lockheed Martin Aeronautical Services in Marietta, GA.
He holds bachelor's and master's degrees in Industrial Engineering from the Georgia Institute of Technology.
He studied finance and investing while earning his MBA from the Wharton School of the University of Pennsylvania.
He holds the distinction of the Chartered Financial Analyst designation.
Felipe Garcia active positions
| Companies | Position | Start |
|---|---|---|
Inkwell Capital LLC
Inkwell Capital LLC Investment ManagersFinance Provides investment advice | Chief Investment Officer | 28/02/2011 |
Former positions of Felipe Garcia
| Companies | Position | End |
|---|---|---|
Weik Capital Management, Inc.
Weik Capital Management, Inc. Investment ManagersFinance Weik is an active manager that adheres to a value-based investment philosophy that is focused on risk management as well as the favorable returns historically earned by good businesses. Their investment process is readily understandable and is based on fundamental research and security analysis. | Analyst-Equity | 30/01/2011 |
Training of Felipe Garcia
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Weik Capital Management, Inc.
Weik Capital Management, Inc. Investment ManagersFinance Weik is an active manager that adheres to a value-based investment philosophy that is focused on risk management as well as the favorable returns historically earned by good businesses. Their investment process is readily understandable and is based on fundamental research and security analysis. | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Georgia Institute of Technology
Georgia Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Inkwell Capital LLC
Inkwell Capital LLC Investment ManagersFinance Provides investment advice | Finance |
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