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Profil
David Paul Wetherell worked as a Portfolio Manager at Oberweis Asset Management, Inc. from 2017 to 2020 and at Cozad Asset Management, Inc. He received undergraduate and graduate degrees from the University of Illinois.
Anciens postes connus de David Wetherell
| Sociétés | Poste | Fin |
|---|---|---|
Oberweis Asset Management, Inc.
 Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis is an active investment manager that employs a bottom-up, fundamental-research based investment approach. The firm seeks to identify and capitalize on pricing inefficiencies involving micro-, small- and mid-capitalization equities worldwide. | Gestionnaire de Portefeuille-Actions | 01/06/2020 |
Cozad Asset Management, Inc.
 Cozad Asset Management, Inc. Investment ManagersFinance Cozad’s investment philosophy is guided by diversification, a disciplined approach to the purchase and sale of securities, and the flexibility to address each client’s goals. Portfolios are customized according to each client’s goals and objectives. The firm believes diversification is essential to reduce risk and volatility. They consider economic sectors, countries, industries and capitalization levels in selecting stocks. Cozad suggests laddering maturities and considering issues and geographic regions when selecting bonds for portfolios. | Membre du Comité d'Investissement | - |
Formation de David Wetherell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Oberweis Asset Management, Inc.
Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis is an active investment manager that employs a bottom-up, fundamental-research based investment approach. The firm seeks to identify and capitalize on pricing inefficiencies involving micro-, small- and mid-capitalization equities worldwide. | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cozad Asset Management, Inc.
Cozad Asset Management, Inc. Investment ManagersFinance Cozad’s investment philosophy is guided by diversification, a disciplined approach to the purchase and sale of securities, and the flexibility to address each client’s goals. Portfolios are customized according to each client’s goals and objectives. The firm believes diversification is essential to reduce risk and volatility. They consider economic sectors, countries, industries and capitalization levels in selecting stocks. Cozad suggests laddering maturities and considering issues and geographic regions when selecting bonds for portfolios. | Finance |
