Profil
Mr. Dan Werner is a Senior Bank & Finance Analyst at Zacks Investment Research, Inc. He is a seasoned equity analyst having covered financial institutions for both buy-side and sell-side firms.
He has a consistent and long track record of making calls resulting in excess returns for investors.
Mr. Werner was a Senior Equity Analyst for Morningstar where he provided equity research coverage of U.S., Canadian, and European banks plus credit card companies for its institutional client base subscribing to research coverage.
During his time at Morningstar, he was frequently published on various industry topics and has appeared on CNBC, Business News Network (Canada), and quoted in various publications.
Before joining Morningstar, he was an Analyst for The Banc Funds Company, LLC, a private equity firm that invested almost exclusively in micro and small-cap U.S.
depository institutions, where he covered companies located in the northeastern United States.
Previously, he was a Senior Examiner for the Federal Reserve Bank of Chicago in the Supervision & Regulation Applications division.
He holds a Bachelor's degree in Economics from Northwestern University and an MBA with a concentration in Finance from The University of Chicago Booth School of Business.
Anciens postes connus de Dan Werner
| Sociétés | Poste | Fin |
|---|---|---|
| Zacks Investment Research, Inc. (Small Cap Research) | Analyst-Equity | 01/11/2018 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | - |
The Banc Funds Co LLC
 The Banc Funds Co LLC Investment ManagersFinance The Banc Funds Co. LLC (TBFC) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 1986 by Charles J. Moore. TBFC provides investment advisory services on a discretionary basis to the Banc Funds. Investors in the funds include high net-worth individuals, single family offices, pension and profit-sharing plans, charitable organizations, state or municipal government entities, pooled investment vehicles, as well as other corporations or businesses. | Analyst-Equity | - |
Formation de Dan Werner
| Northwestern University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
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| Entreprise privées | 3 |
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The Banc Funds Co LLC
The Banc Funds Co LLC Investment ManagersFinance The Banc Funds Co. LLC (TBFC) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 1986 by Charles J. Moore. TBFC provides investment advisory services on a discretionary basis to the Banc Funds. Investors in the funds include high net-worth individuals, single family offices, pension and profit-sharing plans, charitable organizations, state or municipal government entities, pooled investment vehicles, as well as other corporations or businesses. | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
| Zacks Investment Research, Inc. (Small Cap Research) | Finance |
