![Charlie Bender](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charlie Bender
Analyst-Equity chez
Dana Investment Advisors, Inc.
Profil
Mr. Charles Bender, CFA, is a Vice President, Analyst & Equity Trading Specialist at Dana Investment Advisors, Inc. He joined the firm in March 2024.
He has research responsibilities and also supports both operational and investment related activities for the Small Cap Value, Midcap Value and SMID Cap Value portfolios.
Prior to joining the firm, Mr. Bender was an Analyst and Equity Trading Specialist at Smith, Graham & Co. Investment Advisors, L.P.
with the Small Cap Value and Midcap Value Group.
He received his BBA in Finance from Saint Bonaventure University and a MS in Finance from Villanova University.
He is a CFA charter holder.
Postes actifs de Charlie Bender
| Sociétés | Poste | Début |
|---|---|---|
Dana Investment Advisors, Inc.
 Dana Investment Advisors, Inc. Investment ManagersFinance Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow. | Analyst-Equity | 01/03/2024 |
Anciens postes connus de Charlie Bender
| Sociétés | Poste | Fin |
|---|---|---|
Smith, Graham & Co. Investment Advisors LP
 Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith Graham specializes in small, mid and smid-cap US equity strategies. The firm applies conservative and repeatable investment processes to various asset classes, including US fixed income, US equities and alternative income sources. Their investment philosophy has a relative value focus with an emphasis on risk control and risk management which provides superior long-term returns with low volatility. The equity investment philosophy reflects Smith Graham’s belief that attractive returns can be achieved over a full market cycle by combining a systematic quantitative approach with traditional fundamental analysis. | Analyst-Equity | 01/02/2024 |
Formation de Charlie Bender
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
24
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow. | Finance |
Smith, Graham & Co. Investment Advisors LP
Smith, Graham & Co. Investment Advisors LP Investment ManagersFinance Smith Graham specializes in small, mid and smid-cap US equity strategies. The firm applies conservative and repeatable investment processes to various asset classes, including US fixed income, US equities and alternative income sources. Their investment philosophy has a relative value focus with an emphasis on risk control and risk management which provides superior long-term returns with low volatility. The equity investment philosophy reflects Smith Graham’s belief that attractive returns can be achieved over a full market cycle by combining a systematic quantitative approach with traditional fundamental analysis. | Finance |
St. Bonaventure University
 St. Bonaventure University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
