Paul Wehner
Managing Director at Intrinsic Edge Capital Management LLC
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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Coe Capital Management | Managing Director | Jan 2016 to Present | — | 
| Coe Capital Management | Analyst | Jul 2014 to Present | — | 
| DLS Capital Management | Senior Reseach Analyst | Apr 2001 to Jun 2014 | — | 
| Currancare | Partner | Jan 1996 to Jan 2001 | — | 
| Sachs Group | Manager, Client Services | Jan 1995 to Jan 1997 | — | 
| The Tiber Group | Director | Jan 1993 to Jan 1996 | — | 
| Apm Terminals | Junior Associate | Unknown 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)
| Name | Role | Location | 
|---|---|---|
| KKaren Scott | Portfolio Manager | Lincolnshire, IL , United States | 
| PPaul Klibanow | PM | Chicago, IL , United States |