Raefe Gross, Cfa

Raefe Gross, Cfa Email and Phone Number

Investment Management Vice President and Director of Research @ WoodTrust Bank
Wisconsin Rapids, WI, US
Raefe Gross, Cfa's Location
Wisconsin Rapids, Wisconsin, United States, United States
Raefe Gross, Cfa's Contact Details

Raefe Gross, Cfa work email

Raefe Gross, Cfa personal email

Raefe Gross, Cfa phone numbers

About Raefe Gross, Cfa

Raefe is an Investment Management Vice President & the Director of Research at WoodTrust Bank, a central Wisconsin-focused bank, asset management, and trust company. Previously, Raefe was a frontier market equity analyst at a Chicago-based global frontier hedge fund where he covered stocks in over 40 countries across all sectors of the economy. Raefe also owns Foxhole Capital, LLC, a real estate investment company focused on multi-family mid-rise properties in Wisconsin and vacation rentals near a few of central Wisconsin's hidden gems.Academically, Raefe attained a Master of Science in Finance specializing in Applied Security Analysis at the Wisconsin School of Business in 2018 and a Bachelor's of Business Administration with a major in Finance, Investment, and Banking from the Wisconsin School of Business in 2017. Outside of his investment career, Raefe pursues various entrepreneurial endeavors.

Raefe Gross, Cfa's Current Company Details
WoodTrust Bank

Woodtrust Bank

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Investment Management Vice President and Director of Research
Wisconsin Rapids, WI, US
Website:
woodtrust.com
Employees:
63
Raefe Gross, Cfa Work Experience Details
  • Woodtrust Bank
    Investment Management Vice President And Director Of Research
    Woodtrust Bank
    Wisconsin Rapids, Wi, Us
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  • Woodtrust Bank
    Investment Management Vice President & Director Of Research
    Woodtrust Bank Jul 2020 - Present
    Wisconsin Rapids, Wisconsin, United States
    • Chair the Research Committee responsible for the investment program management of over $6bn in investable assets• Lead the Investment Operations team responsible for client presentation creation, securities trading, and advisor support• Sit on the Investment Committee responsible for establishing firm-wide investment and client service philosophy and process• Manage the firm’s general investment and market narrative and lead the process of communicating those narratives to clients
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  • Frontaura Capital Llc
    Frontier Markets Equity Research Analyst
    Frontaura Capital Llc Jul 2018 - Jun 2020
    Chicago, Illinois, United States
    • Performed rigorous fundamental research on companies and countries by examining financial statements, speaking with management, and communicating with local brokers to make long-term financial projections for both company and stock price performance• Created and maintained detailed DCF models of companies in over 40 frontier countries to constantly monitor intrinsic value estimates• Met daily with senior portfolio managers to discuss company and country updates, new investment ideas, and portfolio decisions• Traveled to conferences and countries of interest to survey and understand the sentiment and expectations of local corporations, government officials, and the general population
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  • Goldman Sachs
    Private Wealth Management Summer Analyst
    Goldman Sachs Jun 2017 - Aug 2017
    New York, New York, United States
    • Evaluated the financial situation of prospective clients to determine how our team and the Goldman Sachs platform could add value • Constructed efficient portfolios based on client risk and return objectives through proprietary software to optimize asset allocation • Performed deep-dives into client assets to determine comprehensive answers to complex questions about attributes and performance of specific assets or asset classes. Questions often related to geographical diversification, exposures to specific trends, and other themes. • Prepared materials for all client and prospective client presentations including pitch books, portfolio proposals, and portfolio reviews
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  • Wiscoflyboard, Llc
    Founder And Operator
    Wiscoflyboard, Llc May 2013 - Jun 2017
    Wisconsin Rapids, Wisconsin, United States
    • Founded a FlyBoard action-sport lesson, rental, and dealership company that services over 300 customers per operational season • Managed all aspects of the business from direct customer interactions to business strategy, staffing, financing, and advertising • Produced annual lesson and rental profits upwards of $10,000 by operating an asset-light strategy capable of 90% operating margins
  • Buena Vista Investment Management Inc.
    Investment Management Intern
    Buena Vista Investment Management Inc. May 2016 - Aug 2016
    Wisconsin Rapids, Wisconsin, United States
    • Analyzed stocks and bonds to recommend positions for partners to add to their portfolio based on specified risk/reward objectives• Monitored existing holdings of stocks and bonds to update partners on changes in both fundamental valuations and public opinion • Participated in partner meetings to offer opinions and recommendations on topics ranging from macro trends to specific holdings
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  • Wisconsin Hoofers
    President - Ski And Snowboard
    Wisconsin Hoofers Apr 2015 - Mar 2016
    Madison, Wisconsin, United States
    • Led a 34-person executive board of an 800+ member club and held each board member accountable for his or her respective duties • Facilitated discussion and mentored board members on topics including goal-setting, programming, budgeting, risk management, etc. • Guided executive board members to help their club-affiliated aspirations become reality and flow to completion efficiently and safely • Played a pivotal role in both the development and management of a $700,000 budget allocated to various sections of the club
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Raefe Gross, Cfa Skills

Financial Valuation Financial Modeling Equity Research Start Up Ventures Venture Capital Venture Financing Financial Analysis Equity Derivatives Equity Valuation Factset Tactical Asset Allocation Strategic Asset Allocation Microsoft Excel Finance Research Strategic Planning Leadership Event Management Management Team Leadership Time Management Critical Thinking Project Management Customer Service Sales Public Speaking Event Planning Microsoft Office Social Media Marketing Teamwork Fundraising

Raefe Gross, Cfa Education Details

Frequently Asked Questions about Raefe Gross, Cfa

What company does Raefe Gross, Cfa work for?

Raefe Gross, Cfa works for Woodtrust Bank

What is Raefe Gross, Cfa's role at the current company?

Raefe Gross, Cfa's current role is Investment Management Vice President and Director of Research.

What is Raefe Gross, Cfa's email address?

Raefe Gross, Cfa's email address is ra****@****ail.com

What is Raefe Gross, Cfa's direct phone number?

Raefe Gross, Cfa's direct phone number is +171542*****

What schools did Raefe Gross, Cfa attend?

Raefe Gross, Cfa attended University Of Wisconsin-Madison - School Of Business, University Of Wisconsin-Madison - School Of Business.

What skills is Raefe Gross, Cfa known for?

Raefe Gross, Cfa has skills like Financial Valuation, Financial Modeling, Equity Research, Start Up Ventures, Venture Capital, Venture Financing, Financial Analysis, Equity Derivatives, Equity Valuation, Factset, Tactical Asset Allocation, Strategic Asset Allocation.

Who are Raefe Gross, Cfa's colleagues?

Raefe Gross, Cfa's colleagues are Larrie Hayes, Laura Francis, Mike Spalding, Lisa Mancl, Susan Morey, Adam Belk, Jeff Meyers.

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