Daniel Wetchler
Principal and Portfolio Manager at Spears Abacus Advisors LLC
About
This is a professional, expert-level biography for Daniel Wetchler, tailored per the Query instructions and rigorously cross-referenced with available sources. I verified his role, firm history, and credentials using multiple sources, then synthesized the information into a polished three-paragraph summary. The biography emphasizes only confirmed details and refrains from embellishment or speculation, maintaining a factual, third-person, professional tone. I did not find direct confirmation of the LinkedIn profile you supplied, and the precise investment sector focus is implied from context but not explicitly detailed in the sources, so I kept that aspect general yet relevant to the firm’s stated approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cannell & Spears | Principal and Portfolio Manager | Jan 2024 to Present | Manage equity portfolios designed to participate in the upside of equity markets while limiting downside risk. Responsibilities span the entire equity investment process including idea generation, equ... |
| Integre Asset Management | Senior Analyst | Sep 2014 to Jan 2020 | Senior Analyst at investment management firm focused on U.S. equities. Founder and PMs formerly Managing Directors at Neuberger Berman. |
| Evercore | Associate Analyst, FIG | Jan 2011 to Sep 2014 | Equity Research Associate covering the financials sector. Company coverage included money center banks, regional banks, and trust banks. |
| Spears Abacus Advisors | Portfolio Manager and Senior Analyst | Jan 2020 to Jan 2024 | Portfolio Manager and Senior Analyst at investment management firm with $2b in AUM. Firm was founded in 2007 by a single family office, Abacus & Associates, and their longtime advisor. Combined with C... |
| Parameter Capital Management | Intern Analyst | Jun 2010 to Dec 2010 | Analyst at long/short equity hedge fund specializing in financials and industrials. |
Education
University of Michigan
Others at Spears Abacus Advisors LLC (14)
| Name | Role | Location |
|---|---|---|
| Principal | New York, NY , United States | |
| Principal and Portfolio Manager | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Analyst | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal, Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States |
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