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Daniel Wetchler

Daniel Wetchler

Principal and Portfolio Manager at Spears Abacus Advisors LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Cannell & SpearsPrincipal and Portfolio ManagerJan 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 ManagementSenior AnalystSep 2014 to Jan 2020
Senior Analyst at investment management firm focused on U.S. equities. Founder and PMs formerly Managing Directors at Neuberger Berman.
EvercoreAssociate Analyst, FIGJan 2011 to Sep 2014
Equity Research Associate covering the financials sector. Company coverage included money center banks, regional banks, and trust banks.
Spears Abacus AdvisorsPortfolio Manager and Senior AnalystJan 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 ManagementIntern AnalystJun 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)

NameRoleLocation
David Mazzullo
David Mazzullo
PrincipalNew York, NY , United States
Jeb Breece
Jeb Breece
Principal and Portfolio ManagerNew York, NY , United States
John Raggio
John Raggio
PrincipalNew York, NY , United States
Joseph Molloy
Joseph Molloy
AnalystNew York, NY , United States
Marge MacLennan
Marge MacLennan
PrincipalNew York, NY , United States
Robert Morgenthau
Robert Morgenthau
PrincipalNew York, NY , United States
Robert Raich
Robert Raich
PrincipalNew York, NY , United States
Ronald Thow
Ronald Thow
PrincipalNew York, NY , United States
S Basu Mullick
S Basu Mullick
Principal, Portfolio ManagerNew York, NY , United States
Walter Giles
Walter Giles
Portfolio ManagerNew York, NY , United States
Showing 1-10 of 14 team members

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