![Derek Jose](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>)
Profil
Mr. Derek Jose is an Associate Analyst at Wells Fargo Securities LLC.
He joined the firm in January 2015.
Mr. Jose was previously employed as a Portfolio Manager & Analyst by Knelman Asset Management Group LLC, Vice President & Senior Analyst by Longbow Research LLC, and an Analyst by Dealogic LLC.
Mr. Jose received his BA from Vassar College and an MBA from the University of Wisconsin.
Anciens postes connus de Derek Jose
| Sociétés | Poste | Fin |
|---|---|---|
Knelman Asset Management Group LLC
 Knelman Asset Management Group LLC Investment ManagersFinance Knelman Asset Management Group manages equity and balanced/fixed-income portfolios and also provides investment advice related to the venture capital markets. The firm employs a relative growth investment strategy. They offer large-cap growth and all-cap growth equity investment strategies. Knelman Asset Management seeks to invest in companies with strong balance sheets, relatively low debt-to-total capitalization, strong and/or improving top line and bottom line growth and experienced management teams. The firm's main objective is to produce above average performance with lower than average risk. They also seek to manage portfolios in a tax-efficient manner with relatively low portfolio turnover. Knelman Asset Management also manages balanced investment portfolios that utilize both tax-exempt and taxable fixed-income securities, depending on the client's individual investment objectives and tax status. | Corporate Officer/Principal | 31/07/2014 |
Longbow Research LLC
 Longbow Research LLC Investment ManagersFinance Provides investment research | Analyst-Equity | 30/06/2013 |
Dealogic LLC
 Dealogic LLC Packaged SoftwareTechnology Services Develops content and software solutions for financial firms | Corporate Officer/Principal | 30/06/2005 |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Derek Jose
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Longbow Research LLC
Longbow Research LLC Investment ManagersFinance Provides investment research | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vassar College
 Vassar College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dealogic LLC
Dealogic LLC Packaged SoftwareTechnology Services Develops content and software solutions for financial firms | Technology Services |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Knelman Asset Management Group LLC
Knelman Asset Management Group LLC Investment ManagersFinance Knelman Asset Management Group manages equity and balanced/fixed-income portfolios and also provides investment advice related to the venture capital markets. The firm employs a relative growth investment strategy. They offer large-cap growth and all-cap growth equity investment strategies. Knelman Asset Management seeks to invest in companies with strong balance sheets, relatively low debt-to-total capitalization, strong and/or improving top line and bottom line growth and experienced management teams. The firm's main objective is to produce above average performance with lower than average risk. They also seek to manage portfolios in a tax-efficient manner with relatively low portfolio turnover. Knelman Asset Management also manages balanced investment portfolios that utilize both tax-exempt and taxable fixed-income securities, depending on the client's individual investment objectives and tax status. | Finance |
