Daniel J. Wetchler, CFA

Portfolio Manager & Senior Analyst at Spears Abacus Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Credentials

  • Chartered Financial Analyst (CFA) charterholder
    CFA Institute
    Jul, 2014
    - Sep, 2024

Experience

  • Spears Abacus Advisors
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Manager & Senior Analyst
      • Jan 2020 - Present

      Manage equity portfolios designed to participate in the upside of equity markets while limiting downside risk through disciplined stock selection and risk management. Responsibilities span the entire equity investment process including idea generation, equity research, stock selection, and portfolio/risk management. Manage equity portfolios designed to participate in the upside of equity markets while limiting downside risk through disciplined stock selection and risk management. Responsibilities span the entire equity investment process including idea generation, equity research, stock selection, and portfolio/risk management.

  • Integre Asset Management
    • United States
    • Financial Services
    • Senior Analyst
      • Sep 2014 - Jan 2020

      Senior Analyst at investment management firm focused on U.S. equities. Founder and PMs formerly Managing Directors at Neuberger Berman. Senior Analyst at investment management firm focused on U.S. equities. Founder and PMs formerly Managing Directors at Neuberger Berman.

  • Evercore
    • United States
    • Investment Banking
    • 700 & Above Employee
    • Associate Analyst, FIG
      • Jan 2011 - Sep 2014

      Equity Research Associate covering the financials sector. Company coverage included money center banks, regional banks, and trust banks. Equity Research Associate covering the financials sector. Company coverage included money center banks, regional banks, and trust banks.

  • Parameter Capital Management
    • United States
    • Intern Analyst
      • Jun 2010 - Dec 2010

      Analyst at long/short equity hedge fund specializing in financials and industrials. Analyst at long/short equity hedge fund specializing in financials and industrials.

Education

  • University of Michigan
    BA, Economics, Applied Statistics

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