Reed M. Wirick

Analyst-Equity at

Rice, Hall, James & Associates LLC

Finance

Consumer Services

Profile

Mr. Reed M.
Wirick, CFA, is Portfolio Manager & Analyst at Rice, Hall, James & Associates LLC.
He joined the firm in July of 2008 and has over 25 years of industry experience.
Prior to joining the firm, Mr. Wirick was a Senior Manager Research Associate and Performance Analyst at Cambridge Associates, LLC.
Prior to that, he was an Economist in the National Income and Wealth Division of the Bureau of Economic Analysis.
He received a B.A. from St. Mary’s College of Maryland and an M.B.A. from the Tuck School of Business at Dartmouth.
Mr. Wirick is a CFA charterholder and is a member of CFA Society San Diego.

Reed M. Wirick active positions

Companies	Position	Start
Rice, Hall, James & Associates LLC Rice, Hall, James & Associates LLC Investment ManagersFinance Rice Hall James constructs portfolios of micro, small, and SMID-cap stocks. Their unique investment process relies on bottom-up, fundamental research to identify compelling stories of undervalued or undiscovered growth within this universe. The firm primarily invests in companies with price/earnings ratios that are lower than those companies’ three- to five- year projected earnings growth rates, which is what they consider Growth at Reasonable Price (GARP).	Analyst-Equity	01/07/2008

All active positions of Reed M. Wirick

Former positions of Reed M. Wirick

Companies	Position	End
Cambridge Associates LLC Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.	Analyst-Equity	30/06/2008
Bureau of Economic Analysis Fund	Corporate Officer/Principal	-

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Private companies	5
Rice, Hall, James & Associates LLC Rice, Hall, James & Associates LLC Investment ManagersFinance Rice Hall James constructs portfolios of micro, small, and SMID-cap stocks. Their unique investment process relies on bottom-up, fundamental research to identify compelling stories of undervalued or undiscovered growth within this universe. The firm primarily invests in companies with price/earnings ratios that are lower than those companies’ three- to five- year projected earnings growth rates, which is what they consider Growth at Reasonable Price (GARP).	Finance
St. Mary's College (Maryland) St. Mary's College (Maryland) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cambridge Associates LLC Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.	Finance
Tuck School of Business at Dartmouth Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bureau of Economic Analysis Fund