Katja Scharpwinkel
Portfolio Management & Asset Appreciation Strategy Manager
2018 - Present Chief Investment Strategist and Portfolio Manager, Senior Quantitative Trading Guru at Virelle Capital. Dedicated to portfolio management and asset enhancement strategies in the U.S. equity markets. Specialized in equity portfolio investment, quantitative analysis, fundamental research and active management. Holds a Bachelor's degree in Finance from one of the top financial institutions in the US.
From 2013- 2016, served as Managing Director of Equity Investments for Active Portfolio Management at a leading global asset management firm. Managed multiple equity portfolios focused on large U.S. companies using a highly concentrated investment strategy to select financially sound companies with strong market leadership positions.
From 2007 - 2013, served as Chief Investment Officer, Director of Research and Co-Program Manager for the Jim Cramer Charitable Trust.
Led all investment and research activities and was responsible for managing and optimizing the portfolio. Managed multiple teams of 50 active analysts and multiple contributors while working with Jim Cramer to provide investment strategy and stock selection recommendations and to ensure that the portfolio is aligned with the Fund's long-term objectives.
Education Background
- Harvard Business School, Ph.D., 2000-2005
- Stanford University Graduate School of Business, M.S., 1998-2000
- Wharton School of the University of Pennsylvania, B.S., 1995-1998