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L. Wein Location
Chapel Hill, NC, US
L. Wein Work
2018 -now Vice President, Portfolio Manager @
2008 -2018 Executive Director, Director of Alternative Investments @
2003 -2008 Managing Member @ Bellator Capital Partners LLC
2000 -2001 Associate Analyst @
1999 -1999 Equity Research - Summer Associate @ State Street Global Advisors
1997 -1998 Institutional Equity Sales @
1995 -1997 Trust Specialist @ Mellon Trust
L. Wein Education
Vanderbilt University Owen Graduate School of Management
MBA (Finance)
1998-2000
Emory University
BBA (Finance)
1991-1995
Choate Rosemary Hall 1988-1991
Applewild School 1977-1988
L. Wein Skills
Alternative Investments
Equity Research
Hedge Funds
Portfolio Management
Asset Managment
Investment Strategies
Investments
Fixed Income
Asset Allocation
Mutual Funds
Wealth Management
Equities
Investment Management
Investment Advisory
Asset Management
Due Diligence
Series 63
Leadership
Financial Analysis
Public Speaking
Management
Strategic Planning
L. Wein Summary
L. Wein, based in Chapel Hill, NC, US, is currently a Vice President, Portfolio Manager at Hennessy Funds. L. Wein brings experience from previous roles at Sterling Capital Management LLC, Bellator Capital Partners LLC, First Union Securities and State Street Global Advisors. L. Wein holds a 1998 - 2000 MBA in Finance @ Vanderbilt University Owen Graduate School of Management. With a robust skill set that includes Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment and more. L. Wein has 2 emails and 1 mobile phone numbers on RocketReach.
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