Geoffrey A. Wise
Analyst-Equity at Waterequity, Inc.
Profile
Mr. Geoffrey A.
Wise, CFA, is Portfolio Manager at Waterequity, Inc. He is responsible for financial modeling, currency hedging, portfolio analysis, and investment research.
He brings more than 20 years of financial experience to this role.
Prior to joining WaterEquity, he worked at American Century Investments as a financial analyst with the company’s global and value investment teams.
In this role, he conducted financial modeling and portfolio research.
His background spans engineering and finance, resulting in experience with client relations, economic research, and equity analysis.
He received his Bachelor of Science in Civil Engineering from the Rose-Hulman Institute of Technology, holds a Master of Science degree in Environmental Science and Engineering from the Colorado School of Mines, and is a Chartered Financial Analyst (CFA).
Geoffrey A. Wise active positions
| Companies | Position | Start |
|---|---|---|
Waterequity, Inc.
 Waterequity, Inc. Investment Trusts/Mutual FundsMiscellaneous Waterequity, Inc. is an asset management company that focuses on solving the global water and sanitation crisis. The company is based in Kansas City, MO. The company invests in financial institutions, enterprises, and infrastructure in emerging markets to provide access to safe water and sanitation to low-income consumers while offering attractive risk-return profiles to investors. Since 2016, Waterequity has raised $350 million in committed capital across four funds, reaching more than 4.5 million people with access to safe water or sanitation. The company was founded in 2017 by Gary White and Matt Damon of water.org and is led by Paul O'Connell. Gary White has been the CEO since 2017. | Analyst-Equity | - |
Former positions of Geoffrey A. Wise
| Companies | Position | End |
|---|---|---|
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Analyst-Equity | - |
Training of Geoffrey A. Wise
| Rose-Hulman Institute of Technology, Inc. | Undergraduate Degree |
| Colorado School of Mines | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Waterequity, Inc.
Waterequity, Inc. Investment Trusts/Mutual FundsMiscellaneous Waterequity, Inc. is an asset management company that focuses on solving the global water and sanitation crisis. The company is based in Kansas City, MO. The company invests in financial institutions, enterprises, and infrastructure in emerging markets to provide access to safe water and sanitation to low-income consumers while offering attractive risk-return profiles to investors. Since 2016, Waterequity has raised $350 million in committed capital across four funds, reaching more than 4.5 million people with access to safe water or sanitation. The company was founded in 2017 by Gary White and Matt Damon of water.org and is led by Paul O'Connell. Gary White has been the CEO since 2017. | Miscellaneous |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Finance |
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