Chooch Jewell
Senior Product Analyst at DUE DILIGENCE WORKS, INC.- Claim this Profile
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Bio
Daniel Weiss, CAIA
Chooch has fantastic knowledge across multiple investment product areas. He had significant responsibilities across liquid and illiquid alternative investments as well as mutual fund and SMA analysis with National Planning Holdings. He is someone who has a very critical eye and can spot inconsistencies and other types of issues with managers. He is also highly detailed and is never afraid to speak his mind.
Alfredo Gomez, CFA, CAIA
Chooch was described to me once as a walking encyclopedia of alternative investments. With over 13 years of investment experience (I've known him for most of those) and a sharp qualitative eye, he’s the analyst that you want in your corner. He is not afraid to ask questions and will follow through on issues until he finds a satisfactory explanation. I highly value Chooch’s opinion because he’s my toughest critic and if he thinks something smells funny, he’s probably right. Our team is much better off with Chooch, not only because of his complementary skills, but because he brings the team alive with his energy. The industry, too, would be better off with more analysts like Chooch.
Daniel Weiss, CAIA
Chooch has fantastic knowledge across multiple investment product areas. He had significant responsibilities across liquid and illiquid alternative investments as well as mutual fund and SMA analysis with National Planning Holdings. He is someone who has a very critical eye and can spot inconsistencies and other types of issues with managers. He is also highly detailed and is never afraid to speak his mind.
Alfredo Gomez, CFA, CAIA
Chooch was described to me once as a walking encyclopedia of alternative investments. With over 13 years of investment experience (I've known him for most of those) and a sharp qualitative eye, he’s the analyst that you want in your corner. He is not afraid to ask questions and will follow through on issues until he finds a satisfactory explanation. I highly value Chooch’s opinion because he’s my toughest critic and if he thinks something smells funny, he’s probably right. Our team is much better off with Chooch, not only because of his complementary skills, but because he brings the team alive with his energy. The industry, too, would be better off with more analysts like Chooch.
Daniel Weiss, CAIA
Chooch has fantastic knowledge across multiple investment product areas. He had significant responsibilities across liquid and illiquid alternative investments as well as mutual fund and SMA analysis with National Planning Holdings. He is someone who has a very critical eye and can spot inconsistencies and other types of issues with managers. He is also highly detailed and is never afraid to speak his mind.
Alfredo Gomez, CFA, CAIA
Chooch was described to me once as a walking encyclopedia of alternative investments. With over 13 years of investment experience (I've known him for most of those) and a sharp qualitative eye, he’s the analyst that you want in your corner. He is not afraid to ask questions and will follow through on issues until he finds a satisfactory explanation. I highly value Chooch’s opinion because he’s my toughest critic and if he thinks something smells funny, he’s probably right. Our team is much better off with Chooch, not only because of his complementary skills, but because he brings the team alive with his energy. The industry, too, would be better off with more analysts like Chooch.
Daniel Weiss, CAIA
Chooch has fantastic knowledge across multiple investment product areas. He had significant responsibilities across liquid and illiquid alternative investments as well as mutual fund and SMA analysis with National Planning Holdings. He is someone who has a very critical eye and can spot inconsistencies and other types of issues with managers. He is also highly detailed and is never afraid to speak his mind.
Alfredo Gomez, CFA, CAIA
Chooch was described to me once as a walking encyclopedia of alternative investments. With over 13 years of investment experience (I've known him for most of those) and a sharp qualitative eye, he’s the analyst that you want in your corner. He is not afraid to ask questions and will follow through on issues until he finds a satisfactory explanation. I highly value Chooch’s opinion because he’s my toughest critic and if he thinks something smells funny, he’s probably right. Our team is much better off with Chooch, not only because of his complementary skills, but because he brings the team alive with his energy. The industry, too, would be better off with more analysts like Chooch.
Experience
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DUE DILIGENCE WORKS, INC.
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United States
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Financial Services
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1 - 100 Employee
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Senior Product Analyst
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Feb 2019 - Present
• Provide upfront and ongoing Product Due Diligence for Wealth Management Firms to conform to regulations. • Help firms make compliant product committee decisions with greater confidence and timeliness by gaining access to a broader and deeper set of due diligence information (not just data). • Enable Product Teams to focus on revenue driving and field engagement while we provide focus and expertise on Due Diligence. • Support "Best Interest Advice" through Independent, Best Practices, Always On, Full-Time Due Diligence of the product shelf. • Broker-Dealers and RIAs meet Product Research and Due Diligence needs. Regulations and client-centric strategies have made DDW services not only a best practice but a must in the industry. • DDW researches thousands of products and recommends the best ones for firms, advisors, and clients.
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National Planning Holdings (NPH)
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United States
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Financial Services
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1 - 100 Employee
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Director of Due Diligence
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2004 - 2017
National Planning Holdings (NPH) is the independent broker dealer subsidiary of Jackson National Life. NPH is a national leader in the independent advisor space with over 3500 advisors, and over $120 billion in total assets. NPH provides initial investment research and on-going due diligence for the national broker dealer network. • Performs due diligence reviews on new financial products for NPH Financial Advisers, producing detailed memos to NPH management outlining the offerings: advantages, risks, potential concerns, management’s experience, fees, and structure. • Specializes in alternative products: Non-Traded Real Estate Investment Trusts, Non-Traded Business Development Corporations, Alternative Mutual Funds, Interval Funds, and 1031 Exchanges • Manages small cap domestic, mid cap domestic, and managed futures asset classes for the NPH Fund Focus List • Promoted multiple times while a part of the team in a recognition of hard work and dedication • Completed multiple white papers on the following subjects: 1031 Exchange Industry, Non-Traded BDCs, 529 College Savings Programs, and Multi-Alternative Mutual Funds • Part of two FINRA arbitration cases as NPH’s expert witness in 1031 Exchanges
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Education
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2002 - 2004
University of Denver - Daniels College of Business
MBA & MS - Finance -
1996 - 1999
Bates College
Economics -
Dale Carnegie Training
Community
