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Wesley Stoltz

Wesley Stoltz

General Partner, Director of Fixed Income at Wedge Capital Management L L P/nc

Belmont, NC , United States

About

Wesley S. Stoltz, CFA, CIPM, is a General Partner at WEDGE Capital Management L.L.P. in Belmont, NC, where he directs the firm's fixed income strategies and serves on the Investment Policy Committee. His primary responsibilities include overseeing fixed income portfolio management and contributing to the strategic direction of the firm’s debt-based investment offerings for institutional clients.

With over 21 years of investment experience, Wesley focuses on fixed income asset classes, including corporate bonds, government securities, and diversified debt products. Before joining WEDGE Capital Management in 2008, he worked in equity operations at Wachovia Bank, gaining experience in both equity and fixed income sectors.

Wesley holds a Bachelor of Science in Business Administration, majoring in Finance & Banking and Risk Management & Insurance from Appalachian State University. He is recognized for his expertise in fixed income analytics, risk management, and portfolio construction, and is credentialed as both a Chartered Financial Analyst (CFA) and Certified Investment Performance Measurement (CIPM) professional, underscoring his commitment to high standards in investment research and performance evaluation.

Career History

OrganizationRoleDate RangeDetails
WEDGE Capital Management® L.L.P.General Partner, Director of Fixed IncomeJul 2023 to Present
WEDGE Capital Management® L.L.P.General Partner, Co-Head of Fixed IncomeJan 2022 to Jan 2024
WEDGE Capital Management® L.L.P.Fixed Income SpecialistFeb 2008 to Jan 2022

Education

Appalachian State University

BSBA, Finance/Banking & Risk Management/Insurance

2000 2004

Skills & Expertise

Investments
Microsoft Excel
Credit
Customer Service
Analysis
Portfolio Management
Data Analysis
Investment Banking
Settlement

Others at Wedge Capital Management L L P/nc (23)

NameRoleLocation
A
Andrei Bolshakov
General PartnerCharlotte, NC , United States
A
Andrew Rosenberg
General PartnerCharlotte, NC , United States
Caldwell Calame
Caldwell Calame
General PartnerCharlotte, NC , United States
Chelsea Charette
Chelsea Charette
Vice President, Client Portfolio ManagerCharlotte, NC , United States
Darrin Witt
Darrin Witt
General PartnerCharlotte, NC , United States
Jason Boles
Jason Boles
Equity AnalystCharlotte, NC , United States
L
Leah Long
Executive Vice PresidentCharlotte, NC , United States
L
Li Zhang
General PartnerMatthews, NC , United States
Michael Gardner
Michael Gardner
General PartnerCharlotte, NC , United States
M
Mike Ritzer
General PartnerCharlotte, NC , United States
Showing 1-10 of 23 team members

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