OUR TEAM
David A. Rolfe, CFA
Chief Investment Officer
Wedgewood Member Since 1992
Michael X. Quigley, CFA
Senior Portfolio Manager and Senior Analyst
Wedgewood Member Since 2002
As senior analyst and senior portfolio manager, Michael handles research and portfolio construction, rising to his current position after beginning as an intern for the firm. Joining fulltime in 2004, he previously held the positions of portfolio manager, assistant portfolio manager and trader while with Wedgewood. He received his BSBA in Finance from St. Louis University in 2004 and holds the Chartered Financial Analyst® designation.
Christopher Jersan, CFA
Portfolio Manager
Wedgewood Member Since 2016
William M. Thomas
CEO, President, and Chairman
Wedgewood Member Since 2015
With over three decades of experience, Bill is responsible for the strategic direction and overall management of the firm. His previous positions include CEO of Grail Advisors, as well as senior leadership positions at large national firms like Charles Schwab and Scudder Investments. He’s a graduate of Lake Forest College with a bachelor’s in history, and holds Series 7, 26 and 63 licenses. Bill hails from Baltimore, with additional roots in Squirrel Island, Maine. A community leader, Bill has served on the boards of the Squirrel Island Village Corporation, Church of Our Savior and as a trustee at the Gilman School.
Steven is responsible for client relationships and communication, RFPs, DDQs, and database management. Steven also oversees the Firm’s trading desk. Additionally, he calculates composite performance and works with an independent accounting firm to verify the firm’s compliance to GIPS. He’s is a graduate of Saint Louis University with a BSBA in Finance and also successfully passed the Uniform Investment Adviser Law exam. He gives back to his community by coaching youth soccer and hockey teams.
Steven D. Kaufmann
Director of Business Development & Trading
Wedgewood Member Since 2006
Steve Rolfe
IT Manager
Wedgewood Member Since 2006
Steve manages all of the company’s IT, systems and security operations. His 30-plus years in technology includes work with Boeing, Monsanto, Anheuser Busch, Busch Entertainment, Maritz and others. He has a bachelor’s degree in computer science and a minor in math from Missouri State University (formally Southwest Missouri State University). Steve contributes to a variety of local charities including Women’s Another Chance and Children’s Home Society. Additionally, he has sponsored two children from the Dominican Republic for years and volunteers for Living Water International, where he helped drill a clean well in Guatemala.
As part of the operations team, Elizabeth helps handle the firm’s billing. She holds a bachelor’s in psychology from the University of Missouri-St. Louis. Elizabeth finds ways to support her community including regularly donating blood to the American Red Cross.
Elizabeth Kenski
Accounts Receivable
Wedgewood Member Since 2013
Brenda Turner
Billing Reporting Manager
Wedgewood Member Since 1998
Brenda oversees Wedgewood’s invoicing and sends out its quarterly reports to clients. She’s also served as the St. Charles Assessor’s Clerk and worked in Monsanto’s Shareholder Services Department. Brenda is a proud supporter of the Lift for Life Academy’s Celebrating Success fashion show, a fundraiser which showcases original designs by the school’s students.
Steffani Mitchell
Office Administrator
Wedgewood Member Since 2015
Dana Thompson
Operations Manager
Wedgewood Member Since 2014