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David Sewall Waddell
Directeur Général chez
Waddell & Associates LLC
Profil
Mr. David S.
Waddell is a Chief Executive Officer & Chief Investment Strategist at Waddell & Associates LLC.
He has responsibility for over $800 Million in client assets.
As the firm’s Chief Investment Officer, he chairs the W&A investment committee and combines macro economic forecasting, macro market analysis and macro risk assessments to design portfolio strategies utilizing public market securities worldwide.
Mr. Waddell began his career with Charles Schwab & Co., Inc. in Phoenix, AZ.
After being recognized for his outstanding business development record, he was promoted to the San Francisco- based Institutional Strategic Accounts Team, which interfaced with the Big 5 accounting firms and Schwab’s largest customers.
He left Schwab to continue his education at the graduate level in Boston.
He graduated from the University of the South with a BA in Economics, and earned his MBA degree with a concentration in finance and investments at the F.W.
Olin School at Babson College.
Postes actifs de David Sewall Waddell
| Sociétés | Poste | Début |
|---|---|---|
Greater Memphis Chamber
 Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Directeur/Membre du Conseil | 01/01/2015 |
Waddell & Associates LLC
 Waddell & Associates LLC Investment ManagersFinance W&A primarily uses mutual funds and ETF’s and, as appropriate, portfolios of fixed income securities, separately managed accounts, and structured notes. Their investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. They then conduct extensive searches for relevant fund managers or securities to coincide with their macroeconomic views. Some managers use an active approach by combining fundamental, technical, bottom-up and top-down analysis to make their buy and sell decisions. Other managers use a more passive approach by adhering to a target benchmark or applying a rules based strategy based on research that seeks to earn a long-term risk premium. | Directeur Général | 01/04/2016 |
Anciens postes connus de David Sewall Waddell
| Sociétés | Poste | Fin |
|---|---|---|
AMWJR, Inc.
 AMWJR, Inc. Investment ManagersFinance Waddell & Associates recommends investments in no-load mutual funds, ETFs, individual securities, money market funds, CDs, corporate bonds, US Treasury bonds and municipal bonds. The firm typically creates portfolios of no-load mutual funds, using model portfolios which match clients' unique investment objectives. They monitor the performance of these funds, adjusting portfolio positions in response to changing economic and market conditions. While W&A typically invests in no-load mutual funds, they may also invest in conservative fixed-income securities. W&A's investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. W&A then conducts extensive searches for relevant fund managers to coincide with their macroeconomic views. The managers use a combination of fundamental, technical, bottom-up and top-down analysis to make buy and sell decisions. When analyzing managers, W&A focuses on a variety of factors, including but not limited to manager tenure, performance track record, peer group representation, investing philosophy, portfolio composition, beta, r-squared, upside/downside capture, current conditions and future outlook of the markets. | Directeur Général | 01/04/2016 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Formation de David Sewall Waddell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Waddell & Associates recommends investments in no-load mutual funds, ETFs, individual securities, money market funds, CDs, corporate bonds, US Treasury bonds and municipal bonds. The firm typically creates portfolios of no-load mutual funds, using model portfolios which match clients' unique investment objectives. They monitor the performance of these funds, adjusting portfolio positions in response to changing economic and market conditions. While W&A typically invests in no-load mutual funds, they may also invest in conservative fixed-income securities. W&A's investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. W&A then conducts extensive searches for relevant fund managers to coincide with their macroeconomic views. The managers use a combination of fundamental, technical, bottom-up and top-down analysis to make buy and sell decisions. When analyzing managers, W&A focuses on a variety of factors, including but not limited to manager tenure, performance track record, peer group representation, investing philosophy, portfolio composition, beta, r-squared, upside/downside capture, current conditions and future outlook of the markets. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sewanee-The University of the South
 Sewanee-The University of the South Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Greater Memphis Chamber
Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Commercial Services |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance W&A primarily uses mutual funds and ETF’s and, as appropriate, portfolios of fixed income securities, separately managed accounts, and structured notes. Their investment philosophy is not constrained by capitalization size or domicile. Based on a variety of research methods, the firm develops a global, macro-economic view of the investing landscape. They then conduct extensive searches for relevant fund managers or securities to coincide with their macroeconomic views. Some managers use an active approach by combining fundamental, technical, bottom-up and top-down analysis to make their buy and sell decisions. Other managers use a more passive approach by adhering to a target benchmark or applying a rules based strategy based on research that seeks to earn a long-term risk premium. | Finance |
