Wade Slome, CFA, CFP®

President/Founder at Sidoxia Capital Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Newport Beach, California, United States, US

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Oct, 1998
    - Oct, 2024
  • Chartered Financial Analyst
    162977

Experience

  • Sidoxia Capital Management, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • President/Founder
      • Sep 2007 - Present

      Investment Management (High Net Worth Individuals); Manage Hedge Fund; Corporate Retirement Plans; Financial Planning. Investment Management (High Net Worth Individuals); Manage Hedge Fund; Corporate Retirement Plans; Financial Planning.

  • American Century Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Portfolio Manager
      • Jun 1998 - Aug 2007

      Portfolio Manager on Ultra Fund (reached $20 bil+ during tenure). Portfolio Manager on Ultra Fund (reached $20 bil+ during tenure).

  • William O'Neil & Co., Inc.
    • Investment Analyst
      • Jun 1993 - Jun 1996

      Worked as Investment Analyst in the equity research department. Worked as Investment Analyst in the equity research department.

Education

  • Cornell University - S.C. Johnson Graduate School of Management
    MBA, Finance
    1996 - 1998
  • UCLA
    BA, Economics
    1988 - 1993
  • Washington High School
    1984 - 1988

Community

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