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Carl W
CFA®, Series 63
La Jolla, CA
GROW Funds LLC
Carl Wiese is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at GROW Funds LLC. He also works 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 is a state-registered investment adviser providing discretionary portfolio management and pension consulting to individual, retirement plan, business, and institutional clients. The firm offers separately managed accounts guided by fundamental research as well as concentrated, opportunistic strategies through privately offered pooled vehicles.
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 been with GROW Funds since 2018. Prior to that, he worked at Messner & Smith and serves on the board of the Thomas C. Ackerman Foundation, a charitable organization in the San Diego area. GROW Funds LLC provides discretionary portfolio management and pension consulting services to individuals, retirement plans, businesses, and institutional investors. The firm manages separately managed accounts and privately offered pooled vehicles, employing a bottom-up fundamental research approach and opportunistic strategies in its investment process.
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 five years of industry experience. Prior to his advisory role, he spent ten years working at Saint Marys High School and the University of San Diego. GROW Funds LLC provides discretionary portfolio management and pension consulting to individuals, retirement plans, businesses, and institutional investors. The firm manages separately managed accounts as well as privately offered pooled vehicles and special-purpose vehicles, employing bottom-up fundamental research and opportunistic strategies across various asset classes.
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