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Jared Wein, CFA

Senior Analyst

University of Notre Dame
MBA, Investments Concentration
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‍Loyola University Chicago
MS, Finance, Risk Management Concentration
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Columbia University
BA, Economics

CFA Institute
Chartered Financial Analyst®

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Jared Wein is the Portfolio Manager for DCM’s US Equity Income strategy and a Senior Equity Analyst for US Large Cap Value, the Copley Fund, and US All Cap. He joined the investment management industry in 2004 and holds the Chartered Financial Analyst designation, and has an MBA from the University of Notre Dame, an MS in Finance from Loyola University Chicago, and a BA in Economics from Columbia University. Prior to DCM, Jared was a Senior Research Analyst at Skift where he published comprehensive studies on the travel industry. He also performed strategic advisory work and M&A due diligence for hospitality and private equity clients. Before Skift Research, Jared was a Senior Equity Analyst at J. Safra Asset Management and a Co-Portfolio Manager for an Equity Income strategy at Grisanti Capital Management.

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Strategies

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DCM
U.S. All Cap
DCM
U.S. Large Cap Value
DCM
U.S. Equity Income
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