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GWU Portfolio Management Group

GWU Portfolio Management Group Email Formats

Investment ManagementFlag of US110 South Main St, Boiling Spring, United States11-20 Employees

GWU Portfolio Management Group Email Formats

GWU Portfolio Management Group uses 2 email formats. The most common is {first name} (e.g., john@gwu.edu), used 50% of the time.

FormatExamplePercentage
{first name}
john@gwu.edu
50%
{last name}
doe@gwu.edu
50%

Key Contact at GWU Portfolio Management Group

Flag of US

Reid Bertram

Vice President

Company overview

Headquarters110 South Main St, Boiling Spring, North Carolina 28017, US
NAICS5231
Founded2023
Employees11-20
Socials

About GWU Portfolio Management Group

The Portfolio Management Group, is a student-managed investment fund at Gardner-Webb University's Godbold College of Business. PMG currently have ~$175,000 AUM in long-only Equity and Fixed Income markets. Our mission is to provide real-world portfolio management experience through the application of sound financial stewardship. PMG will impart student members with technical knowledge of investing, develop advanced financial literacy, and provide leadership opportunities consistent with the management of a profitable financial investment portfolio, consistent with our Christian faith. Founded in 2023 by Luis Alejandro Ramirez (BBA '24), Diego Ezquerro (BBA '23), Laci Paul (BBA '24), and the guidance of our faculty advisor, Dr. Robert Quillinan, J.D. who teamed up with the business school administration to launch PMG.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Head
C-Suite

Employees by Department

GWU Portfolio Management Group has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

GWU Portfolio Management Group has never raised funding before.

Frequently asked questions

GWU Portfolio Management Group is located in 110 South Main St, Boiling Spring, US.
GWU Portfolio Management Group was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
GWU Portfolio Management Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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