About Karen &. Wendell of WENDELL DAVID
Karen &. Wendell is Chairman, Treasurer & Chief Compliance Officer at Wendell David Associates Inc and has been affiliated with Wendell David Associates Inc since July-1998.
Wendell David Associates Inc is an investment advisor that manages 738.1 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 926MM in positions, which represents 126% of the manager's regulatory AUM.
For more on Wendell David Associates Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Wendell David Associates Inc is an investment advisor that manages 738.1 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 926MM in positions, which represents 126% of the manager's regulatory AUM.
For more on Wendell David Associates Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
WENDELL DAVID StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.4%/yr
Co-workers of Karen &. Wendell at WENDELL DAVID
Name | Title | In Position Since |
---|
Jane K. Barr | Executive Vice President | May-1994 |
Peter J. Boland | Senior Vice President | October-2005 |
Reid V. Smith | Vice President | March-2007 |
Kathryn E. Shea | Junior Vice President & Secretary | November-2012 |
William H. Mitchell | President | March-2011 |
Fundamental & Technical Factor Exposure
Karen &. Wendell Office Address
2ND FLOOR
325 CORPORATE DRIVE
PORTSMOUTH, New Hampshire
UNITED STATES, 03801
325 CORPORATE DRIVE
PORTSMOUTH, New Hampshire
UNITED STATES, 03801
Karen &. Wendell Contact Information
Phone Number: 603-427-0200
Fax Number: 603-433-3013
Website: http://www.davidwendell.com
Fax Number: 603-433-3013
Website: http://www.davidwendell.com
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