Steve Wachtel
Analyst-Equity chez SSI Investment Management LLC
Profil
Mr. Stephen R.
Wachtel, CFA MBA, is a Portfolio Manager at SSI Investment Management LLC.
He provides equity research in Financials, Industrials, Technology and Consumer Sectors.
He has over 20 years of industry experience.
He joined SSI in 2010 as an Equity Research Analyst.
In addition he worked for Froley, Revy as an Outright Convertible bond analyst for 7 years.
He received his undergraduate degree from Lehigh University and an MBA from the University of California, Los Angeles.
Postes actifs de Steve Wachtel
| Sociétés | Poste | Début |
|---|---|---|
SSI Investment Management LLC
 SSI Investment Management LLC Investment ManagersFinance SSI Investment Management LLC (SSI) is a registered investment adviser headquartered in Los Angeles, California. The firm was founded in 1973 and became a subsidiary of Resolute Investment Managers, Inc. in 2019. SSI serves as an investment adviser to separately managed accounts, investment sub-adviser to open-end management investment companies. | Analyst-Equity | - |
Anciens postes connus de Steve Wachtel
| Sociétés | Poste | Fin |
|---|---|---|
SSI Investment Management, Inc.
 SSI Investment Management, Inc. Investment ManagersFinance SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals. | Analyst-Equity | - |
Froley, Revy Investment Co., Inc.
 Froley, Revy Investment Co., Inc. Investment ManagersFinance Based in Los Angeles, Froley, Revy Investment Co., Inc. is an independent investment management firm specializing in convertible securities. | Analyst-Equity | 01/08/2005 |
Formation de Steve Wachtel
| Lehigh University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Froley, Revy Investment Co., Inc.
Froley, Revy Investment Co., Inc. Investment ManagersFinance Based in Los Angeles, Froley, Revy Investment Co., Inc. is an independent investment management firm specializing in convertible securities. | Finance |
SSI Investment Management, Inc.
SSI Investment Management, Inc. Investment ManagersFinance SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals. | Finance |
SSI Investment Management LLC
SSI Investment Management LLC Investment ManagersFinance SSI Investment Management LLC (SSI) is a registered investment adviser headquartered in Los Angeles, California. The firm was founded in 1973 and became a subsidiary of Resolute Investment Managers, Inc. in 2019. SSI serves as an investment adviser to separately managed accounts, investment sub-adviser to open-end management investment companies. | Finance |