Our Professional Team

High Quality Investment Advisor

D. Andrew Holtgrieve, Managing Partner and Chief Operating Officer

Andy is a founding partner and has over thirty years of experience in the investment management industry. He coordinates many of the firm’s operations, as well as relationship management activities and client communication programs. Prior to the formation of Rockwood Capital, he spent thirteen years with Boatmen’s Trust company with responsibilities in personal trust portfolio management, marketing and institutional fixed income management. He also served as a member of Boatmen’s fixed income strategy team. Previously, Andy was a registered investment representative with the brokerage firms of Shearson and Dean Witter Reynolds. He earned his bachelor’s degree in business administration from the University of Missouri-Columbia.

Investment Advisor

Paul D. Rapponotti, CFA, Managing Partner and Chief Investment Officer

Paul is a founding partner and has nearly three decades of experience in the investment management industry. As Chief Investment Officer and a Portfolio Manager, he is responsible for establishing fixed income policy, portfolio management and trading functions. Prior to the formation of Rockwood Capital, Paul spent more than six years with Boatmen’s Trust Company. As a senior portfolio manager at Boatmen’s, Paul served as a member of the firm’s fixed income strategy team. Previously, he spent five years with Chemical Bank in New York as a capital markets analyst, specializing in fixed income research. Paul also spent several years with the Northrop Corporation as a senior design engineer. He earned a bachelor’s degree in electrical engineering from the University of Illinois-Urbana as well as an MBA from Northwestern University. Paul also earned the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis.

Investment Epertise

Daniel W. Lane, CFA, Senior Partner and Portfolio Manager

Dan is a founding partner and has accumulated three decades of experience in the investment management industry. As a portfolio manager, he has maintained a consistent focus on the fixed income markets. Prior to the formation of Rockwood Capital, Dan spent two years as a senior portfolio manager with Boatmen’s Trust Company where he served as a member of the firm’s fixed income strategy team. Previously, Dan was with General American Life Insurance Company where he spent more than five years as a senior portfolio manager and four years as an investment research analyst and a senior mortgage analyst. He earned a bachelor’s degree in business administration from the University of Missouri-Columbia as well as an MBA from Washington University, St. Louis. He also earned the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis.

Experience Investment Managent

Lisa Longo Wildeisen, CFA, C.C.O., Partner and Senior Investment Manager

Lisa has accumulated over two decades of investment management experience in both the fixed income and equity markets. Prior to joining Rockwood, Lisa was a portfolio manager at A.G. Edwards Trust Company in St. Louis with responsibility for managing endowments, foundations, and other types of trusts. Previously, she was a portfolio manager for Conning Asset Management, in St. Louis, managing passive equity and small cap stock products totaling $1.7 billion. She also assisted in managing fixed-income funds totaling $5 billion, and was a manager of accounting research and systems. She is a graduate of John Carroll University with a B.S.B.A. in accounting and a Certified Public Accountant. Lisa also earned the Chartered Financial Analyst designation and is a member and former governor of the CFA Society of St. Louis.

Experienced Investment Advisors

Anthony K. Brown, Senior Partner and Director of Marketing

Tony is a founding partner and has accumulated more than three decades of experience in the investment management industry, specifically in employee benefits, pension administration and investments. Prior to the formation of Rockwood Capital, he spent nine years with Boatmen’s Trust Company where he specialized in client service and marketing with an emphasis on public funds and jointly-trusteed benefit plans. From 1988 to 1991, Tony served as manager of Boatmen’s master trust/custody division. Previously, he was with the Bank of New York for more than ten years where he directed a master trust relationship management team. Tony studied accounting and business administration at Pace University in New York. He is a member of the Association of Investment Management Sales Executives and the National Association of Securities Professionals.