Profil
Mr. Daniel J.
Brazeau, CFA MBA, is a Senior Managing Director & Portfolio Manager at Weatherbie Capital LLC.
His research responsibilities are in the consumer, media & advertising, energy and financials sectors.
He has over 23 years of investment experience.
Prior to joining Weatherbie Capital in May 2004, Mr. Brazeau spent over three years as an equity analyst at Wellington Management Company, LLP, where he focused on the advertising, publishing and marketing services industries.
He began his career at KENETECH Energy Systems, Inc., where he worked as a project finance analyst and manager for six years.
He received his M.B.A.
from the Wharton School, University of Pennsylvania and received his B.S.
in business administration with a concentration in finance from Villanova University.
He is a CFA charter holder and is a member of both the CFA Society Boston and the CFA Institute.
Postes actifs de Dan Brazeau
| Sociétés | Poste | Début |
|---|---|---|
Weatherbie Capital LLC
 Weatherbie Capital LLC Investment ManagersFinance Weatherbie Capital LLC (Weatherbie) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Matthew Weatherbie in 1995 as M.A. Weatherbie & Co., Inc. In 2014, they were reincorporated as Weatherbie Capital LLC. The firm is wholly-owned by Alger-Weatherbie Holdings LLC, ultimately held by Alger Associates, Inc. which acquired the firm in 2017. Weatherbie provides both discretionary and non-discretionary investment advisory and management services to institutional investors through separate accounts, US and foreign registered and privately offered funds; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. Their flagship strategy is the Weatherbie Specialized Growth. | Analyst-Equity | 01/05/2004 |
Anciens postes connus de Dan Brazeau
| Sociétés | Poste | Fin |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Corporate Officer/Principal | - |
Formation de Dan Brazeau
| Villanova University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Weatherbie Capital LLC
Weatherbie Capital LLC Investment ManagersFinance Weatherbie Capital LLC (Weatherbie) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Matthew Weatherbie in 1995 as M.A. Weatherbie & Co., Inc. In 2014, they were reincorporated as Weatherbie Capital LLC. The firm is wholly-owned by Alger-Weatherbie Holdings LLC, ultimately held by Alger Associates, Inc. which acquired the firm in 2017. Weatherbie provides both discretionary and non-discretionary investment advisory and management services to institutional investors through separate accounts, US and foreign registered and privately offered funds; and to retail investors through wrap programs and US and foreign registered pooled investment vehicles. Their flagship strategy is the Weatherbie Specialized Growth. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
