Dan Brazeau
Co-Portfolio Manager, Alternative Strategies at Fred Alger Management, LLC
About
Dan Brazeau, CFA, serves as Senior Vice President and Portfolio Manager at Weatherbie Capital, LLC, and plays a key co-portfolio management role on the Alternative Strategies team at Fred Alger Management, LLC. He is primarily responsible for the Alger Dynamic Opportunities and Weatherbie Long/Short strategies, focusing on U.S. equity markets with a specialization in long/short hedged equity strategies.
Brazeau’s investment expertise encompasses growth equities, particularly within small- and mid-cap U.S. companies, and he utilizes a bottom-up, fundamental research process to identify innovative firms undergoing positive dynamic change. His portfolio management responsibilities include constructing diversified equity portfolios across sectors such as technology, healthcare, consumer discretionary, and industrials, emphasizing companies with high earnings growth and competitive advantages.
With an MBA in Finance from The Wharton School and a B.S. in Finance from Villanova University, Brazeau brings more than two decades of investment experience. Prior to joining Alger/Weatherbie, he served as a Global Research Analyst at Wellington Management and has been instrumental in building and managing multi-sector growth and alternative strategies portfolios for institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Weatherbie Capital, LLC | Co-Portfolio Manager, Alternative Strategies | Jul 2006 to Present | — |
| Weatherbie Capital, LLC | Managing Director - Investments | Jan 2004 to Present | — |
| Wellington Management | Global Research Analyst | Jan 2000 to Jan 2003 | — |
| KENETECH Energy Systems | Manager, Project Finance | Jan 1992 to Jan 1998 | — |
| Kenetech Corporation | Project Finance Manager | Jan 1992 to Jan 1998 | — |
Education
The Wharton School
MBA, Finance
1998 — 2000
Villanova University
B.S., Finance
1988 — 1992
Others at Fred Alger Management, LLC (25)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | New York, NY , United States | |
| Vice President, Analyst | New York, NY , United States | |
| Client Portfolio Manager | New York, NY , United States | |
| Senior Vice President and Portfolio Manager | Denver, CO , United States | |
B Brian Shim | Vice President, Analyst | New York, NY , United States |
| Senior Vice President, Senior Analyst | New York, NY , United States | |
D David Farhadi | Co-Portfolio Manager, Senior Analyst | New York, NY , United States |
G George Ortega | SVP, Portfolio Manager | New York, NY , United States |
M Matthew Galletta | Head Trader | Boston, MA , United States |
P Patrick Kelly | Portfolio Manager | New York, NY , United States |