Profil
Mr. David B. Weinstein is a Portfolio Manager & Senior Vice President at Dana Investment Advisors, Inc. He joined the firm in May 2013.
He is responsible for security selection and portfolio analysis across Dana’s equity strategies.
Mr. Weinstein was previously employed as a Principal by Cadwalader, Wickersham & Taft LLP and by Dynamic Credit Partners LLC.
He graduated from the University of Notre Dame with an undergraduate degree in 2005, from the University of Pittsburgh School of Law with a JD in 2008, and from the University of Notre Dame with an MBA in 2012.
Postes actifs de Dave Weinstein
| 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 | 01/05/2013 |
Anciens postes connus de Dave Weinstein
| Sociétés | Poste | Fin |
|---|---|---|
Cadwalader, Wickersham & Taft LLP
Cadwalader, Wickersham & Taft LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | - |
Legacy DCP LLC
Legacy DCP LLC Investment ManagersFinance Dynamic Credit acts as collateral manager to issuers of structured finance collateralized debt obligations (CDOs), backed by portfolios of asset-backed securities and collateralized debt obligations. All such vehicles are in a state of wind-down, where no reinvestment or new investment is allowed, and where only limited dispositions occur. The firm uses economic, fundamental, technical and quantitative analysis. | Corporate Officer/Principal | - |
Formation de Dave Weinstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cadwalader, Wickersham & Taft LLP
Cadwalader, Wickersham & Taft LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pittsburgh
University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
Legacy DCP LLC
Legacy DCP LLC Investment ManagersFinance Dynamic Credit acts as collateral manager to issuers of structured finance collateralized debt obligations (CDOs), backed by portfolios of asset-backed securities and collateralized debt obligations. All such vehicles are in a state of wind-down, where no reinvestment or new investment is allowed, and where only limited dispositions occur. The firm uses economic, fundamental, technical and quantitative analysis. | Finance |
















