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Paul Wehner

Managing Director at Intrinsic Edge Capital Management LLC

Highland Park, IL , United States

About

Paul Wehner is a seasoned investment professional, currently serving as Senior Investment Advisor at Schechter Wealth, a boutique advisory firm based in Birmingham, Michigan, and working primarily with clients in Highland Park, Illinois. With over 25 years of experience in financial advising, he provides high-net-worth individuals and families with personalized financial planning and tailored investment strategies.

Throughout his career, Paul has specialized in investment research, portfolio design, and financial analysis, drawing on extensive analytical skills to construct portfolios that align with client goals and market dynamics. His expertise encompasses a broad range of asset classes, with particular focus on equity and fixed income investments designed for wealth preservation and growth among affluent client segments.

Paul's professional background includes roles as a Financial Advisor at Coe Capital Management and fourteen years as a Research Analyst at DLS Capital Management, demonstrating depth in both advisory and research capacities. He holds degrees from the University of California, Berkeley and the Kellogg School of Management at Northwestern University, underscoring his commitment to rigorous academic training and industry best practices.

Career History

OrganizationRoleDate RangeDetails
Coe Capital ManagementManaging DirectorJan 2016 to Present
Coe Capital ManagementAnalystJul 2014 to Present
DLS Capital ManagementSenior Reseach AnalystApr 2001 to Jun 2014
CurrancarePartnerJan 1996 to Jan 2001
Sachs GroupManager, Client ServicesJan 1995 to Jan 1997
The Tiber GroupDirectorJan 1993 to Jan 1996
Apm TerminalsJunior AssociateUnknown to Present

Education

Northwestern University - Kellogg School of Management

Masters, Management, Health Care

1991 1993

University of California, Berkeley

Bachelor of Science, Economics

1984 1989

Others at Intrinsic Edge Capital Management LLC (2)

NameRoleLocation
K
Karen Scott
Portfolio ManagerLincolnshire, IL , United States
P
Paul Klibanow
PMChicago, IL , United States