![Dale Wettlaufer](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. Dale Wettlaufer is Vice President & Equity Analyst at Madison Investment Advisors LLC and Vice President & Equity Analyst at Madison Asset Management LLC.
Mr. Wettlaufer has been working in the financial services industry since 1997.
Prior to joining Madison, he was a generalist analyst at Legg Mason Capital Management.
He was also a technology analyst at Morningstar.
He was previously employed as a Senior Vice President by Tourmalet Advisors LPand an Analyst by The Motley Fool, LLC.
Mr. Wettlaufer earned a bachelor’s degree in History from Canisius College.
Anciens postes connus de Dale Wettlaufer
| Sociétés | Poste | Fin |
|---|---|---|
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Analyst-Equity | 31/12/2015 |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Analyst-Equity | 30/06/2012 |
Tourmalet Advisors LP
 Tourmalet Advisors LP Investment ManagersFinance Tourmalet Advisors aims to generate interest income and capital appreciation principally from direct and indirect investments in pools of non-performing and performing residential mortgages, real estate owned properties, equity and debt in mortgage servicers and certain other instruments. The firm seeks to identify and acquire mortgage loans with potential for capital appreciation and actively monitor and manage individual loans to identify opportunities to realize such appreciation. | Corporate Officer/Principal | 30/06/2011 |
ClearBridge LLC
 ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Analyst-Equity | 31/01/2011 |
The Motley Fool, LLC
 The Motley Fool, LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Dale Wettlaufer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
56
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance MAM seeks to offer their clients investment strategies that deliver positive risk-adjusted returns while providing capital preservation. | Finance |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection. | Finance |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Finance |
Canisius College
 Canisius College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Finance |
Tourmalet Advisors LP
Tourmalet Advisors LP Investment ManagersFinance Tourmalet Advisors aims to generate interest income and capital appreciation principally from direct and indirect investments in pools of non-performing and performing residential mortgages, real estate owned properties, equity and debt in mortgage servicers and certain other instruments. The firm seeks to identify and acquire mortgage loans with potential for capital appreciation and actively monitor and manage individual loans to identify opportunities to realize such appreciation. | Finance |
The Motley Fool, LLC
The Motley Fool, LLC Investment ManagersFinance Provides investment advice | Finance |
