Rockwood
Lisa Longo Wildeisen, CFA, is a seasoned investment professional with extensive experience in portfolio management and compliance. Currently serving as the Chief Compliance Officer and Senior Fixed Income Portfolio Manager at Rockwood Capital Advisors, LLC since May 2001, Lisa manages fixed income and equity portfolios for institutional clients and oversees a sub-advisory investment agreement. Previously, Lisa held the role of Portfolio Manager at A.G. Edwards Trust Company FSB, focusing on trust agreement assets for various entities. Lisa's career also includes positions at Conning Asset Management, Ultra Comp Inc, and KPMG Main Hurdman. Lisa earned a BSBA in Accounting from John Carroll University in 1984.
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Rockwood
Rockwood Capital is a privately held real estate investment and advisory firm. Rockwood has a long history of private equity and debt investments in various property types, including office, residential, retail, data center and hotel projects. Rockwood concentrates on investments where it believes that it can increase value by growing income, attimes through releasing, repositioning, and rehabilitation; at times by development; and at times by acting upon relative value opportunities among geographic, market, and property sectors created by capital market ebb and flow. Rockwood strives to add value to underlying properties through a combination of hands-on real property expertise, a strategic investment approach focused on value and trends across markets and property types, and portfolio and asset management.Rockwood manages funds and separate accounts on behalf of more than 90 institutional investors, including public and private pension funds, endowments, foundations, insurance companies and high net worth individuals. Currently, Rockwood invests through commingled closed end investment funds, and separate accounts.