Wesley Ennis
Sr. Analyst, Global Manager Research at RBC Wealth Management
- Role
- Senior Analyst, Global Manager Research at RBC Wealth Management
- Location
- Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Wesley Ennis
My current research responsibilities include coverage of US Core Equity (spanning all market caps), Dividend Growth strategies, and third-party asset allocation models.With BerganKDV (acquired by Creative Planning in 2023), I served dual roles as an analyst within Private Client Wealth Management and Retirement Plan Services; our Wealth Management department of 25 individuals supported an asset base in excess of $2 billion USD. From Jan 2020 I took over additional portfolio management duties overseeing our US all-cap growth strategy and two US large value strategies. I led the establishment of relative valuation disciplines as best practice for all stock research reports. Alongside my daily commitments I made time to become a holder of the right to use the Chartered Financial Analyst® designation, and I continue to be a huge advocate for continuous professional learning. My current pursuits include furthering my knowledge of quantitative techniques and data science. Outside of work, I am a keen supporter of Minnesota United FC, where you\'ll almost certainly find me whenever I\'m in Minnesota.My areas of expertise include Equity Research Fundamental Analysis Portfolio Management Investment Management Wealth Management Services Mutual Funds Performance Attribution Portfolio Performance Analysis Stable Value Funds Target-Date Funds CITs Retirement Plan Consulting Retirement Plan Menu Design Model Portfolios Asset Allocation
Experience
Senior Analyst, Global Manager Research
Jul 2024 — Present · US
Current coverage includes: US Core Equity and Dividend Growth strategies (across all market caps), and Strategic Asset Allocation models.
Education
Rennes School of Business
Student Exchange Program (UGTC Level 4)
University of Northern Iowa
Bachelor of Arts - BA
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.