Chelsea Wiater
Portfolio Manager-Equities at EFG Asset Management (North America) Corp.
Profile
Ms. Chelsea Wiater is a Portfolio Manager at EFG Asset Management (North America) Corp.
She joined EFGAM in 2016 and is a Portfolio Manager specialising in the research and analysis of consumer discretionary, consumer staples, and communication services stocks.
She has held the roles of Senior Research Analyst and Research Analyst while at EFGAM.
She started in the industry in 2009 with the investment team at Mazama Capital Management, where she held various roles including Research Analyst and Head Equities Trader, working closely with Mazama's PM’s and conducting research across several industry groups including industrials and consumer discretionary.
Prior to Mazama, she held a sales and marketing position at a small business and worked in compliance and administration for the Trinity University Athletics Department.
She holds a BSc in Business Administration & Marketing with an additional major in Spanish from Trinity University, and a MS in Finance at Portland State University.
Chelsea Wiater active positions
Companies | Position | Start |
---|---|---|
EFG Asset Management (North America) Corp.
EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients. | Portfolio Manager-Equities | 2021-01-31 |
Former positions of Chelsea Wiater
Companies | Position | End |
---|---|---|
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Analyst-Equity | 2021-01-31 |
Mazama Capital Management, Inc.
Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City | Analyst-Equity | 2016-02-29 |
Trinity University | Corporate Officer/Principal | - |
Training of Chelsea Wiater
Trinity University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Mazama Capital Management, Inc.
Mazama Capital Management, Inc. Investment ManagersFinance Founded in 1993, Mazama Capital Management, Inc. is an independent investment advisor firm located in Portland, Oregon with an additional office in New York City | Finance |
EFG Asset Management (Americas) Corp.
EFG Asset Management (Americas) Corp. Investment ManagersFinance EFG Asset Management (Americas) Corp. (EFG Americas) is a SEC-registered investment firm headquartered in Miami, Florida. The firm was founded in 2011 as EFG Asset Management (US) Corp. They are a wholly owned subsidiary of EFG International AG (SWX: EFGN) in Switzerland. EFG Americas offers investment advisory services primarily to non-US individuals, corporations, and other business entities. | Finance |
EFG Asset Management (North America) Corp.
EFG Asset Management (North America) Corp. Investment ManagersFinance EFG Asset Management (North America) Corp. (EFGAM NA) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded in 2021 and is owned EFG International AG (SWX: EFGN) in Switzerland. EFGAM NA provides investment sub-advisory services on a discretionary basis to offshore pooled investment vehicles, which are not offered in the US, and separately managed accounts for US institutional clients. | Finance |
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