Lisa Longo Wildeisen
Compliance Officer at Rockwood Capital Advisors LLC
Profile
Ms. Lisa L.
Wildeisen, CFA, is a CCO, Partner & Senior Investment Manager at Rockwood Capital Advisors LLC.
She has accumulated over two decades of investment management experience in both the fixed income and equity markets.
Prior to joining Rockwood, Ms. Wildeisen was a portfolio manager at A.G.
Edwards Trust Company in St. Louis with responsibility for managing endowments, foundations, and other types of trusts.
Previously, she was a portfolio manager for Conning Asset Management, in St. Louis, managing passive equity and small cap stock products totaling $1.7 billion.
Ms. Wildeisen also assisted in managing fixed-income funds totaling $5 billion, and was a manager of accounting research and systems.
She is a graduate of John Carroll University with a B.S.B.A.
in Accounting.
Ms. Wildeisen also earned the Chartered Financial Analyst designation and is a member and former governor of the CFA Society of St. Louis.
Lisa Longo Wildeisen active positions
| Companies | Position | Start |
|---|---|---|
Rockwood Capital Advisors LLC
 Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Compliance Officer | 30/04/2001 |
Former positions of Lisa Longo Wildeisen
| Companies | Position | End |
|---|---|---|
| A.G. Edwards Trust Co., FSB | Corporate Officer/Principal | - |
Conning, Inc.
 Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Portfolio Manager-Equities | - |
Training of Lisa Longo Wildeisen
| John Carroll University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Conning, Inc.
Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Finance |
| A.G. Edwards Trust Co., FSB | Finance |
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Finance |
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