Profil
Mr. Michael T.
Wolverton, CFA MBA, is a Vice President at Ivy Investment Management Co.
From 2003 through 2005, Mr. Wolverton was affiliated with the MBA Investment Fund, LLC as a portfolio manager.
In this role, he and his team were responsible for managing three equity and fixed income portfolios.
He graduated from William Jewell College in 1997 with a BS in Accounting.
He earned an MBA with an emphasis in Finance from the University of Texas at Austin, McCombs School of Business in 2005.
Mr. Wolverton is a CFA charter holder and is a member of the CFA Institute and the CFA Society of Kansas City.
Ehemalige bekannte Positionen von Michael T. Wolverton
| Unternehmen | Position | Ende |
|---|---|---|
Ivy Investment Management Co.
 Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Portfolio Manager-Aktien | 30.04.2021 |
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Analyst-Equity | 31.12.2018 |
Ausbildung von Michael T. Wolverton
| William Jewell College | Undergraduate Degree |
| The University of Texas at Austin | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
Ivy Investment Management Co.
Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Finance |
