Geoffrey A. Wise

Analyst-Equity at

Waterequity, Inc.

Consumer Services

Finance

Miscellaneous

Profile

Mr. Geoffrey A. Wise, CFA, is Portfolio Manager at Waterequity, Inc. He is responsible for financial modeling, currency hedging, portfolio analysis, and investment research.
He brings more than 20 years of financial experience to this role.
Prior to joining WaterEquity, he worked at American Century Investments as a financial analyst with the company’s global and value investment teams.
In this role, he conducted financial modeling and portfolio research.
His background spans engineering and finance, resulting in experience with client relations, economic research, and equity analysis.
He received his Bachelor of Science in Civil Engineering from the Rose-Hulman Institute of Technology, holds a Master of Science degree in Environmental Science and Engineering from the Colorado School of Mines, and is a Chartered Financial Analyst (CFA).

Geoffrey A. Wise active positions

Companies	Position	Start
Waterequity, Inc. Waterequity, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment advice for foundations	Analyst-Equity	-

All active positions of Geoffrey A. Wise

Former positions of Geoffrey A. Wise

Companies	Position	End
American Century Investment Management, Inc. American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach.	Analyst-Equity	-

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Linked companies

Private companies	4
American Century Investment Management, Inc. American Century Investment Management, Inc. Investment ManagersFinance ACIM uses a variety of methods of analysis and investment strategies in managing their clients’ assets. These methods of analysis and strategies are generally designed for strategic, long-term investing. Most client portfolios managed by the firm pursue an investment strategy using an equity, fixed income, alternative or multi-asset approach.	Finance
Colorado School of Mines Colorado School of Mines Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Rose-Hulman Institute of Technology, Inc. Rose-Hulman Institute of Technology, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Waterequity, Inc. Waterequity, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides investment advice for foundations	Miscellaneous