Andrew Holtgrieve
Founder at Rockwood Capital Advisors LLC
Profile
Mr. Donald A.
Holtgrieve is a Managing Partner & Chief Operating Officer at Rockwood Capital Advisors LLC.
Mr. Holtgrieve is a founding partner at the firm and has over thirty years of experience in the investment management industry.
He coordinates many of the firm’s operations, as well as relationship management activities and client communication programs.
Prior to the formation of Rockwood Capital, Mr. Holtgrieve spent thirteen years with Boatmen’s Trust company with responsibilities in personal trust portfolio management, marketing and institutional fixed income management.
He also served as a member of Boatmen’s fixed income strategy team.
Previously, Mr. Holtgrieve was a registered investment representative with the brokerage firms of Shearson and Dean Witter Reynolds.
He earned his Bachelor’s degree in Business Administration from the University of Missouri-Columbia.
Andrew Holtgrieve active positions
Companies | Position | Start |
---|---|---|
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Founder | 01/01/1997 |
Former positions of Andrew Holtgrieve
Companies | Position | End |
---|---|---|
Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Training of Andrew Holtgrieve
University of Missouri | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
---|---|
Boatmen's Trust Co. (Missouri) | Finance |
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Finance |
Dean Witter Reynolds, Inc. | Finance |
- Stock Market
- Insiders
- Andrew Holtgrieve