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Joe Grundfeldt
Senior Equity Trader at Next Century Growth Investors LLC
About
Joe Grundfeldt is the Senior Equity Trader at Next Century Growth Investors, based in Minneapolis, MN, where he has been a key member of the trading team since 2004. In his role, Joe is responsible for executing equity transactions, managing portfolio trade execution, and supporting the firm’s growth-focused investment strategies, with a particular emphasis on small-cap and mid-cap U.S. equities.
Joe specializes in trading equities of high-growth companies, with a focus on sectors and asset classes that offer substantial long-term growth potential. At Next Century Growth Investors, the firm targets the fastest growing and highest quality public companies in America, applying bottom-up fundamental research to small and mid-cap growth stocks, often in sectors such as technology, healthcare, and consumer discretionary.
Prior to joining Next Century Growth, Joe worked for over eight years at American Express Financial Advisors (later Ameriprise Financial) in roles including brokerage product development and equity trading. He earned his B.S. in Economics and Finance from St. Cloud State University and has held leadership positions in industry organizations, serving as a past president of the Minnesota Security Dealers Association.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Next Century Growth Investors | Senior Equity Trader | Jan 2004 to Present | •Responsible for all equity block trades, program trades, and transactions at the firm. Discretion on all trades subject to best execution. Accurately manage large transactions totaling billions of d... |
| American Express / Ameriprise Financial | Equity Trader | Jan 2000 to Jan 2004 | •Actively worked with analysts and portfolio managers as part of a desk that traded $100 billion in mutual funds and diversified portfolios. •Executed block trades, program trades, and directed broker... |
| American Express / Ameriprise | Brokerage Product Development Senior Associate | Jan 1997 to Jan 2000 | •Worked with a team of five employees to construct a new brokerage wrap product offering securities and brokered mutual funds in a single client account. •Conducted research and due diligence on broke... |
| American Express / Ameriprise | Retail and Wrap Securities Trader | Jan 1995 to Jan 1997 | •Facilitated the buying and selling of stocks, bonds, and options. Desk Options Principal and consultant. •Worked with advisors and high net worth clients in interpreting technical market information ... |
| American Express / Ameriprise | Proprietary Products Representative | Jan 1994 to Jan 1995 | •Acted as a consultant on American Express Mutual Funds, Certificates, Annuities, and Life Insurance. •Answered questions related to product specifications, competitor products, performance, and tax l... |
Education
St. Cloud State University
Business Economics and Finance
1990 — 1995
Hill Murray High School
1986 — 1989
Skills & Expertise
Others at Next Century Growth Investors LLC (2)
| Name | Role | Location |
|---|---|---|
K Kaj Doerring | Portfolio Manager, Partner | Chanhassen, MN , United States |
 | Portfolio manager | Minneapolis, MN , United States |
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