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Michael Gnadinger, Cfa Email & Phone Number

Private Wealth Advisor and Portfolio Manager at Round Rock Advisors LLC
Location: New York City Metropolitan Area, United States, United States 6 work roles 1 school
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Current company
Round Rock Advisors LLC
Role
Private Wealth Advisor and Portfolio Manager
Location
New York City Metropolitan Area, United States, United States
Company size
19 employees

Who is Michael Gnadinger, Cfa? Overview

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Michael Gnadinger, Cfa is listed as Private Wealth Advisor and Portfolio Manager at Round Rock Advisors LLC, a company with 19 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael Gnadinger, Cfa.

Michael Gnadinger, Cfa previously worked as Portfolio Manager at Columbia Threadneedle Investments, Us and Senior Equity Analyst at Columbia Threadneedle Investments, Us. Michael Gnadinger, Cfa studied at University Of Delaware.

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Email format at Round Rock Advisors LLC

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Round Rock Advisors LLC

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Profile bio

About Michael Gnadinger, Cfa

My ability to assess strengths and risks in investment opportunities quickly and accurately and to present my insights, reasoning, and recommendations in a clear and concise narrative is where I shine. Over the past 15+ years in Finance, I have produced positive outcomes across multiple functions including portfolio management, investment strategy & analysis, investor relations, and senior investment officer functions.I am known for contributing to both company and investor growth through unique insight and proactive analysis of changing industry trends. A commitment to a collaborative approach allows me to leverage my intellectual curiosity to engage colleagues in productive cross-team dialogue and problem-solving. Drawing on expertise and knowledge of capital market trends, growth investments, market and competitive analysis, macroeconomics, valuation methods, industry dynamics, customer trends, paired with both sell-side and buy-side access, I get enormous satisfaction from guiding our firm and our clients to the best possible decisions. Additionally, I bring eagerness for new challenges and the humility to acknowledge mistakes with the savvy to course correct to all interactions and endeavors. I welcome opportunities to connect with people, companies, and leaders in the investment community who are committed to a people-first approach to growth and profit in portfolio management, investor relations, and investor services. Core Competencies:Financial & Business Planning & Analysis; Industry, Competitive & Strategic Analysis; Financial Model Analysis; Valuation; Growth Investing; Impact & Responsible Investing (ESG); Public Equity Markets; Due Diligence; Investor Relations; Presentations; Client RelationsIndustry Groupings:Enterprise Software (SaaS)Security SoftwareInternet/Digital AdvertisingStreaming MediaSemiconductors & Capital EquipmentArtificial IntelligenceAlternative Energy Autonomous VehiclesConsumer ElectronicsEcommerceTechnology/Trading Platforms:Microsoft Office BloombergAladdinLongviewCharles RiverKey Attributes:Intellectually CuriousFocusedFlexibleRelatableProactiveReliableTrustworthyKindFair

Current workplace

Michael Gnadinger, Cfa's current company

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Round Rock Advisors LLC
Round Rock Advisors Llc
Private Wealth Advisor and Portfolio Manager
New York, NY, US
Website
roundrockadvisors.com
Employees
19
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6 roles · 24 years

Michael Gnadinger, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Columbia Threadneedle Investments, Us

Boston, Massachusetts, US

Columbia Select Large Cap Growth | Columbia Threadneedle Investments Promoted by Lead PM after showing high motivation and ability to provide increased strategic input on Technology and Communication Services sectors for this concentrated, large-cap growth investment portfolio. Lead the team’s investment research process for ~30-35% of total portfolio –.

Jul 2020 - Present

Senior Equity Analyst

Columbia Threadneedle Investments, Us

Boston, Massachusetts, US

Senior Equity analyst on Columbia Select Large Cap Growth fund covering Technology, Telecom and Media sectors.Elevated to team’s Lead Analyst of the largest benchmark sector for the portfolio, Information Technology, to focus on buy, sell, and hold investment decisions. Reported directly to the Lead Portfolio Manager for investment research, client.

Jul 2012 - Jul 2020

Equity Analyst

Columbia Threadneedle Investments, Us

Boston, Massachusetts, US

  • Columbia Select Large Cap Growth | U.S. Trust / Columbia Management Originally brought on as Portfolio Management Assistant promoted to Junior Analyst after the first year then Equity Analyst.
  • Trusted to assist in training Portfolio Management Assistants in the team’s trading and investments process as a part of the Company’s acquisition transition.
  • Led due diligence meetings from companies either invested in or in consideration.
Apr 2006 - Jul 2012

Portfolio Management Associate

U.S. Trust

US

Shifted to Growth Equity Group to perform sector agnostic, ad-hoc fundamental equity research for Lead Portfolio Manager. Participated in the team’s equity research meetings and ensured investment decisions were applied across all model account portfolios. Oversaw all aspects of client account trading including regular interactions with traders and.

2005 - 2006 ~1 yr

Portfolio Management Associate

U.S. Trust

US

Hired to serve as client liaison for 4 Portfolio Managers focused on high-net-worth individual clients. Prepared client investment account holding and performance presentations. Provided sector agnostic, ad-hoc fundamental equity research.

2002 - 2005 ~3 yrs
Team & coworkers

Colleagues at Round Rock Advisors LLC

Other employees you can reach at roundrockadvisors.com. View company contacts for 19 employees →

BB Bert Bowler Bert Bowler Colleague at Round Rock Advisors Llc Wilton Center, Connecticut, United States, United States View → CJ Carol J Burton, Cfp(Tm) Carol J Burton, Cfp(Tm) Colleague at Round Rock Advisors Llc Wilton Center, Connecticut, United States, United States View → EV Elaine Votier Biersack Elaine Votier Biersack Colleague at Round Rock Advisors Llc Wilton, Connecticut, United States, United States View → VB Valentyna Borysenko Valentyna Borysenko Colleague at Round Rock Advisors Llc Stamford, Connecticut, United States, United States View → LM Laurel Mathews Laurel Mathews Colleague at Round Rock Advisors Llc Valhalla, New York, United States, United States View → LK Lynda Kommel-Browne, Cfa®, Cdfa®, Chsnc® Lynda Kommel-Browne, Cfa®, Cdfa®, Chsnc® Colleague at Round Rock Advisors Llc Westport, Connecticut, United States, United States View → MK Maggie Kelley Maggie Kelley Colleague at Round Rock Advisors Llc Norwalk, Connecticut, United States, United States View → JP John Planell John Planell Colleague at Round Rock Advisors Llc Pound Ridge, New York, United States, United States View → SS Sean Sharkey Diaz Sean Sharkey Diaz Colleague at Round Rock Advisors Llc Norwalk, Connecticut, United States, United States View → RJ Ryan J. Davi, M.A. Ryan J. Davi, M.A. Colleague at Round Rock Advisors Llc New Haven, Connecticut, United States, United States View →
1 education record

Michael Gnadinger, Cfa education

  • University Of Delaware
    University Of Delaware
FAQ

Frequently asked questions about Michael Gnadinger, Cfa

Quick answers generated from the profile data available on this page.

What company does Michael Gnadinger, Cfa work for?

Michael Gnadinger, Cfa works for Round Rock Advisors LLC.

What is Michael Gnadinger, Cfa's role at Round Rock Advisors LLC?

Michael Gnadinger, Cfa is listed as Private Wealth Advisor and Portfolio Manager at Round Rock Advisors LLC.

Where is Michael Gnadinger, Cfa based?

Michael Gnadinger, Cfa is based in New York City Metropolitan Area, United States, United States while working with Round Rock Advisors LLC.

What companies has Michael Gnadinger, Cfa worked for?

Michael Gnadinger, Cfa has worked for Round Rock Advisors Llc, Columbia Threadneedle Investments, Us, and U.S. Trust.

Who are Michael Gnadinger, Cfa's colleagues at Round Rock Advisors LLC?

Michael Gnadinger, Cfa's colleagues at Round Rock Advisors LLC include Bert Bowler, Carol J Burton, Cfp(Tm), Elaine Votier Biersack, Valentyna Borysenko, and Laurel Mathews.

How can I contact Michael Gnadinger, Cfa?

You can use AeroLeads to view verified contact signals for Michael Gnadinger, Cfa at Round Rock Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Michael Gnadinger, Cfa attend?

Michael Gnadinger, Cfa studied at University Of Delaware.

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