Sign in

You're signed outSign in or to get full access.

CJ

Chris Jersan

Portfolio Manager at Wedgewood Partners Inc.

St. Louis, MO , United States

About

Chris Jersan, CFA, is a Portfolio Manager at Wedgewood Partners Inc in St. Louis, Missouri, where he is responsible for investment research and stock selection with a focus on large-cap growth equities. At Wedgewood, he helps construct concentrated portfolios that typically consist of approximately 20 positions, emphasizing a disciplined approach rooted in long-term value creation and fundamental analysis. His role involves conducting both qualitative and quantitative research on individual securities, with a specific emphasis on U.S. large-cap stocks across sectors, including technology, consumer discretionary, and health care, as exemplified by Wedgewood’s top holdings.

Before joining Wedgewood Partners in 2016, Chris spent a decade as an Equity Research Analyst at Kennedy Capital Management and previously served as an Analyst and Private Client Portfolio Manager at Commerce Trust. His nearly three decades of industry experience span both portfolio management and in-depth equity research, equipping him with a comprehensive understanding of securities analysis and portfolio construction.

Chris holds a Bachelor of Science in Business Administration in Finance from Saint Louis University and is a Chartered Financial Analyst (CFA) charterholder. Throughout his career, he has leveraged his expertise to contribute to Wedgewood's reputation for strong, market-beating performance, maintaining low portfolio turnover and adhering to the investment principles of legendary investors such as Warren Buffett and Benjamin Graham.

Career History

OrganizationRoleDate RangeDetails
Wedgewood Partners IncPortfolio ManagerJun 2016 to Present
Kennedy Capital Management, Inc.Research AnalystJan 2006 to Jun 2016
Commerce TrustAnalyst and Portfolio ManagerAug 1998 to Dec 2005

Education

Saint Louis University

Bachelor of Science in Business Administration, Finance

1990 1998

Others at Wedgewood Partners Inc. (1)

NameRoleLocation
M
Michael Quigley
Senior Portfolio ManagerSt. Louis, MO , United States

Similar Fund Managers

NameRoleFundLocation
Alex Mosman
Alex Mosman
Portfolio ManagerKennedy Capital Management LLCSt. Louis, MO , United States
Andrew Shinn
Andrew Shinn
Research AnalystKennedy Capital Management LLCSt. Louis, MO , United States
Adpa Theresa Clemmons
Adpa Theresa Clemmons
Branch Manager, Senior Vice President - InvestmentsBenjamin Edwards Inc.Chandler, AZ , United States
A
Allen Catalanotto
Senior Vice President-Investments and Branch ManagerBenjamin Edwards Inc.Mandeville, LA , United States
Alex Spotswood
Alex Spotswood
Senior Vice President, Acquisitions and Portfolio ManagementBailard, Inc.CA , United States
Andrea Gandolfo
Andrea Gandolfo
Senior Vice President, Investment CounselorBailard, Inc.San Mateo, CA , United States