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About
Dillon G. Cumming is an Investment Analyst at Walleye Capital LLC, based in New York, NY, where he has served since 2023. In this role, he focuses on generating investment ideas and conducting in-depth market research, leveraging his expertise in equity and alternative asset analysis, with a likely emphasis on sectors related to industrials and machinery given his career background.
Prior to joining Walleye Capital, Dillon held the title of Senior Portfolio Analyst at Graham Capital Management, L.P., and previously served as Vice President and Head of North American Machinery and Construction at Morgan Stanley. His experience spans both buy-side and sell-side roles, with a strong track record in covering industrials, machinery, and construction sectors.
Dillon holds degrees from New York University’s Stern School of Business and the Quinlan School of Business at Loyola University Chicago, as well as an educational foundation from Detroit Country Day School. His analytical acumen and deep domain knowledge have contributed to his reputation as a specialist in machinery and industrial equities research and portfolio strategy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Walleye Capital | Investment Analyst | Sep 2023 to Present | L/S Industrials |
| Graham Capital Management, L.P. | Senior Portfolio Analyst | Jul 2023 to Sep 2023 | L/S Industrials |
| Morgan Stanley | Vice President, Head of North American Machinery and Construction | Jun 2022 to Jul 2023 | Lead coverage of NA Machinery & Construction: CAT, DE, URI, CNHI, AGCO, OSK, TEX, WAB, MLM, VMC, SUM, PCAR, CMI, ALSN, TKR, WSC, DCI, KMT, LECO, HYZN, PTRA, REVG |
| Morgan Stanley | Vice President | Jan 2022 to Jun 2022 | NA Machinery
Lead coverage: DCI, LECO, KMT |
| Morgan Stanley | Equity Research Associate | Jan 2019 to Jan 2022 | NA Machinery
Lead coverage: DCI, LECO, KMT |
| Morgan Stanley | Equity Research Junior Associate | Jul 2016 to Jan 2019 | US Machinery
US Electrical Equipment and Multi-Industry |
| Morgan Stanley | Equity Research Jr. Summer Associate | Jun 2015 to Aug 2015 | NA Metals and Mining |
| Wynnchurch Capital | Private Equity Intern | May 2013 to Aug 2013 | I reviewed confidential information memoranda, conducted industry analyses, and attended management presentations for potential acquisitions. My work with potential acquisitions included-
• Analyzing... |
| Neighborhood Club | Tennis Instructor | Jan 2008 to Jan 2012 | — |
Education
New York University, Stern School of Business
2013 — 2016
Quinlan School of Business, Loyola University Chicago
2012 — 2013
Detroit Country Day School
2008 — 2012
Others at Walleye Trading LLC (73)
| Name | Role | Location |
|---|---|---|
| Analyst | New York, NY , United States | |
A Alexander Pae | Investment Analyst | New York, NY , United States |
| Portfolio Manager | New York, NY , United States | |
A Alex Tang | Quant Portfolio Manager | New York, NY , United States |
| Portfolio Manager | New York, NY , United States | |
| Trader | Hopkins, MN , United States | |
| Portfolio Manager | Philadelphia, PA , United States | |
| Portfolio Manager | NY , United States | |
D Daniel Ioffe | Portfolio Manager | United States |
D Doug Brown | Equity Derivatives Trader | Chicago, IL , United States |
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