Carl M. Wiese

Carl M. Wiese is a Founder and Portfolio Manager for GROW Funds LLC and has over 30 years of investment management experience. Mr. Wiese is an adjunct professor at the University of San Diego and the Education Chair for the CFA Society of San Diego. Prior to launching GROW, Mr. Wiese was a Principal and Portfolio Manager at Wall Street Associates — $3 billion in AUM — where he was responsible for micro, small and midcap investment strategy and was a member of the investment management team for 12 years. Additionally, under the Wall Street umbrella, Mr. Wiese was involved with two small-cap hedge funds: Vallum Investment Partners, L.P. from 2010 to 2012 as a Founder and Portfolio Manager, and GEM Capital Partners, L.P. from 2003 to 2005 as the sole analyst. Before joining Wall Street Associates, Mr. Wiese was an analyst and Portfolio Manager at Hokanson Capital Management — Aspiriant — for four years and an analyst at William O’Neil & Company — publisher of Investor’s Business Daily — for four years.