David Rolfe: Biography, Career, and Business Insights

David Rolfe’s Profile Summary

Company	Wedgewood Partners
Position	Chief Investment Officer / Principal
Source of wealth	Management fees from portfolio management, performance fees at Wedgewood Partners, past roles in portfolio management.
Also known as	David Rolfe is also known as a public speaker and a financial educator in the investment industry.
Age	Unknown
Education	University of Missouri-St. Louis – Bachelor of Science in Business Administration (Finance), CFA designation.
Citizenship	United States
Residence	St. Louis, Missouri, USA
Family	Details about David Rolfe's family are
Website, Social Media	https://wedgewoodpartners.com/

Biography

David Rolfe, CFA, is a highly experienced investment professional and has been a key figure at Wedgewood Partners for over three decades. He earned his BSBA in Finance from the University of Missouri-St. Louis and holds the Chartered Financial Analyst (CFA) designation. Before joining Wedgewood Partners in 1992, Rolfe was a portfolio manager at Boatmen’s Trust. At Wedgewood, he developed and refined an investment strategy that emphasizes a patient and business-owner approach to long-term investing. Under his leadership, Wedgewood Partners has become known for its focused portfolio management, where they concentrate investments in high-quality, growth-oriented companies. Rolfe has been recognized in the industry for his disciplined approach to investing and his ability to consistently deliver returns over long periods. Throughout his career, he has contributed significantly to the firm's growth and its reputation for active management. He has also been a speaker at notable industry events such as the GuruFocus Value Conference.

How did David Rolfe make money?

David Rolfe makes money in the following areas:

Management fees from portfolio management, performance fees at Wedgewood Partners, past roles in portfolio management.
What is David Rolfe net worth?

As of 2026, David Rolfe’s net worth is estimated to be $515M.

What is David Rolfe also known as?

David Rolfe has been an active speaker at prominent financial events such as the GuruFocus Value Conference. His public speaking engagements have allowed him to share his investment philosophy and insights into portfolio management, particularly focusing on value investing. He is also known for educating both professional and retail investors through interviews and public discussions on long-term investment strategies. Rolfe's clear communication style and thought leadership in investment management have helped him gain recognition beyond his direct portfolio management duties.

Prominent achievements

David Rolfe is well-regarded in the investment community, particularly for his role as Chief Investment Officer at Wedgewood Partners since 1992. Under his leadership, the firm has earned several accolades, including being named Separately Managed Account (SMA) Manager of the Year multiple times (e.g., 2011 and 2013). He is also a frequent speaker at prestigious investment conferences such as the GuruFocus Value Conference, where his insights have been widely respected in the industry

What are David Rolfe’s key insights?

David Rolfe's business philosophy centers around long-term value investing. He believes in acting as a business owner, focusing on investing in high-quality companies with sustainable competitive advantages. His approach is characterized by patient capital allocation, emphasizing thorough research and careful portfolio construction. Rolfe avoids short-term market speculation and instead focuses on identifying opportunities that can yield strong returns over the long haul by understanding the underlying business fundamentals

Personal life

There is no detailed public information available about David Rolfe's family members.

Useful insights

Decision-making and success

Making the right decisions at the right time is often what sets successful people apart. Drawing on the experience of Ray Dalio, founder of Bridgewater Associates, here are some key lessons for improving your decision-making and achieving long-term success.

Create a decision-making framework

Ray Dalio advocates for a clear, principles-based approach to decision-making. Establish a set of guiding principles that you consistently apply when faced with choices. This will help you stay focused and avoid emotional or impulsive decisions.
Embrace transparency and open feedback

Dalio’s philosophy of radical transparency is about creating an environment where honest feedback is encouraged. Whether in your career or personal life, being open to criticism and maintaining transparency will help you grow and make better decisions.
Prepare for risks and manager them wisely

Success isn’t just about making the right moves—it's also about managing risks effectively. Always consider worst-case scenarios and have a plan in place to navigate them. Risk management is a crucial part of any decision-making process.