Profiel
David Wernecke worked as a Vice President at Marquette Associates, Inc. from 2018 to 2019.
He earned an MBA from Northwestern University and an undergraduate degree from The College of Wooster.
Eerdere bekende functies van Dave Wernecke
| Bedrijven | Functie | Einde |
|---|---|---|
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Analyst-Equity | 01-01-2019 |
Opleiding van Dave Wernecke
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance MAI’s asset allocation studies evaluate potential client portfolios under a variety of macroeconomic environments, which directly impact the performance of asset classes. The studies are built to analyze often overlooked – but critical – features of portfolio construction, including liquidity, rebalancing, and net cash flow. The firm has the authority to invest assets with various investment managers that are within the parameters of the Client’s Investment Policy Statement. MAI will use certain investment tools to determine the clients’ risk parameters, time horizon and investment objectives. These include in person meetings, a risk profile, client questionnaire and other documentation. | Finance |
The College of Wooster
The College of Wooster Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















