Raefe Gross, CFA
Investment Management Vice President & Director of Research at WoodTrust Bank- Claim this Profile
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English Native or bilingual proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Credentials
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Chartered Financial Analyst® (CFA) Charterholder
CFA InstituteDec, 2020- Nov, 2024
Experience
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WoodTrust Bank
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United States
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Financial Services
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1 - 100 Employee
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Investment Management Vice President & Director of Research
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Jul 2020 - Present
• Lead the Research Committee responsible for the investment program management of over $5bn 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 • Lead the Research Committee responsible for the investment program management of over $5bn 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
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United States
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1 - 100 Employee
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Frontier Markets Equity Research Analyst
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Jul 2018 - Jun 2020
• 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 Show less
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Private Wealth Management Summer Analyst
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Jun 2017 - Aug 2017
• 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 Show less
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WiscoFlyBoard, LLC
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Wisconsin Rapids, WI
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Founder and Operator
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May 2013 - Jun 2017
• 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 • 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
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Buena Vista Investment Management Inc.
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United States
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Financial Services
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1 - 100 Employee
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Investment Management Intern
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May 2016 - Aug 2016
• 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 • 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
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United States
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Recreational Facilities
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1 - 100 Employee
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President - Ski and Snowboard
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Apr 2015 - Mar 2016
• 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 Show less
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Education
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2016 - 2018
University of Wisconsin-Madison - School of Business
Master of Finance, Applied Security Analysis -
2013 - 2017
University of Wisconsin-Madison - School of Business
Finance, Investment, and Banking, Business/Commerce, General
Community
