Advisors at this firm
Carl W
CFA®, Series 63
La Jolla, CA
GROW Funds LLC
Carl Wiese is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has been with GROW Funds LLC since 2015 and serves as an adjunct professor at the University of San Diego, teaching courses on Ethics and Financial Markets and Institutions, Financial Management, and Introduction to Hedge Funds. GROW Funds LLC provides discretionary investment management to individuals, pension and profit-sharing plans, businesses, and institutional clients, managing both separately managed accounts and privately offered funds. The firm employs a bottom-up, fundamental small-cap long/short research process and offers performance-based compensation arrangements along with detailed investor reporting.
Hubert C
Series 63, Series 65
La Jolla, CA
GROW Funds LLC
Hubert Collins is a financial advisor at GROW Funds LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an investment adviser representative at Messner & Smith since 2015. Collins is also a director of the Thomas C. Ackerman Foundation, a charitable organization making grants to nonprofit institutions in the San Diego area. GROW Funds LLC provides discretionary investment management to individuals, pension and profit-sharing plans, businesses, and institutional clients. The firm manages separately managed accounts and privately offered funds, employing a bottom-up, fundamental small-cap long/short research process and offering performance-based compensation arrangements for eligible investors.
Matt C
Series 65
La Jolla, CA
GROW Funds LLC
Matt Clarke is a financial advisor at GROW Funds LLC in La Jolla, CA, holding a Series 65 designation with four years of industry experience. Prior to joining GROW Funds, he worked at Saint Marys High School and the University of San Diego for ten years. GROW Funds LLC offers discretionary investment management to individuals, pension and profit-sharing plans, businesses, and institutional clients, managing both separately managed accounts and privately offered funds. The firm employs a bottom-up, fundamental small-cap long/short research process and provides performance-based compensation arrangements and detailed reporting for its private fund investors.