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Greg Edwards, Cfa Email & Phone Number
Bureau of Local Government Services
at
Wisconsin Department of Revenue
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✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Bureau of Local Government Services
Location
Madison, Wisconsin, United States
Company size
Who is Greg Edwards, Cfa? Overview
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Quick answer
Greg Edwards, Cfa is listed as Bureau of Local Government Services at Wisconsin Department of Revenue, a company with 691 employees, based in Madison, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Greg Edwards, Cfa.
Greg Edwards, Cfa previously worked as Director at Uw Madison Hawk Center For Investment Analysis and Senior Equity Analyst at Opportunity Equity Research, Llc. Greg Edwards, Cfa holds Master'S Degree, Finance from University Of Wisconsin-Madison.
Company email context
Email format at Wisconsin Department of Revenue
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Wisconsin Department of Revenue
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Profile bio
About Greg Edwards, Cfa
Greg Edwards, Cfa is a Bureau of Local Government Services at Wisconsin Department of Revenue. He possess expertise in equity research, portfolio management, financial analysis, data analysis, financial markets and 5 more skills.
Listed skills include Equity Research, Portfolio Management, Financial Analysis, Data Analysis, and 6 others.
Current workplace
Greg Edwards, Cfa's current company
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Wisconsin Department Of Revenue
7 roles · 29 years
Greg Edwards, Cfa work experience
A career timeline built from the work history available for this profile.
Director
Current
Uw Madison Hawk Center For Investment Analysis
Manage a two year MS and MBA investment program that trains students in financial modeling, security analysis, and portfolio management-preparing them for careers in investment management. Students manage over $20 million in equity and fixed income portfolios during their second year.If you are thinking of coming back to school to get an MBA or are.
Jul 2018 - Present
Senior Equity Analyst
Opportunity Equity Research, Llc
Sep 2017 - Jun 2018
Senior Equity Research Analyst/Portfolio Manager
Seedling Capital, Llc
Focused on researching and analyzing small businesses, monitoring portfolio holdings and generating new investment ideas. Collected and investigated information and data to communicate and advise manager to help make smart decisions. Analyzed historical and prospective financial statements to recognize and communicate trends and changes in different.
2010 - 2017
~7 yrs
Senior Analyst/Co Portfolio Manager
Baird Investment Management
Functioned as an equity generalist responsible for investigating and generating new investment ideas and monitoring and maintaining up to date knowledge across all sectors. Examined company financial statements, analyzing historical and potential results for companies, constantly monitoring risk and exposures. Promoted to co-PM of Baird Midcap Fund, key to.
2003 - 2008
~5 yrs
Senior Equity Research Analyst
Accountable to increase the performance of large/midcap growth and core equity funds with over $6 billion in AUM. Responsible for analyzing software and business services, tech hardware, transportation and healthcare industries. Evaluated portfolio holdings including financial statement reviews and full business analysis. Investigated and interpreted any.
2000 - 2003
~3 yrs
Equity Research Analyst
Pilgrim Baxter & Associates
Processed critical information for the management team using a high growth equity investment style across small and mid cap equity portfolios with over $26 billion total AUM. Learned GAAP accounting, analyzed financial statements and business models, earned CFA charter. Initiated in-depth analysis of new positions, leveraged relationships across the.
1997 - 2000
~3 yrs
1 education record
Greg Edwards, Cfa education
FAQ
Frequently asked questions about Greg Edwards, Cfa
Quick answers generated from the profile data available on this page.
What company does Greg Edwards, Cfa work for?
Greg Edwards, Cfa works for Wisconsin Department of Revenue.
What is Greg Edwards, Cfa's role at Wisconsin Department of Revenue?
Greg Edwards, Cfa is listed as Bureau of Local Government Services at Wisconsin Department of Revenue.
Where is Greg Edwards, Cfa based?
Greg Edwards, Cfa is based in Madison, Wisconsin, United States while working with Wisconsin Department of Revenue.
What companies has Greg Edwards, Cfa worked for?
Greg Edwards, Cfa has worked for Wisconsin Department Of Revenue, Uw Madison Hawk Center For Investment Analysis, Opportunity Equity Research, Llc, Seedling Capital, Llc, and Baird Investment Management.
How can I contact Greg Edwards, Cfa?
You can use AeroLeads to view verified contact signals for Greg Edwards, Cfa at Wisconsin Department of Revenue, including work email, phone, and LinkedIn data when available.
What schools did Greg Edwards, Cfa attend?
Greg Edwards, Cfa holds Master'S Degree, Finance from University Of Wisconsin-Madison.
What skills is Greg Edwards, Cfa known for?
Greg Edwards, Cfa is listed with skills including Equity Research, Portfolio Management, Financial Analysis, Data Analysis, Financial Markets, Insitutional Investments, Financial Statement Analysis, and Equity Valuation.
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