Derek Jose

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Profile

Mr. Derek Jose is an Associate Analyst at Wells Fargo Securities LLC.
He joined the firm in January 2015.
Mr. Jose was previously employed as a Portfolio Manager & Analyst by Knelman Asset Management Group LLC, Vice President & Senior Analyst by Longbow Research LLC, and an Analyst by Dealogic LLC.
Mr. Jose received his BA from Vassar College and an MBA from the University of Wisconsin.

Former positions of Derek Jose

Companies	Position	End
Knelman Asset Management Group LLC Knelman Asset Management Group LLC Investment ManagersFinance Knelman Asset Management Group manages equity and balanced/fixed-income portfolios and also provides investment advice related to the venture capital markets. The firm employs a relative growth investment strategy. They offer large-cap growth and all-cap growth equity investment strategies. Knelman Asset Management seeks to invest in companies with strong balance sheets, relatively low debt-to-total capitalization, strong and/or improving top line and bottom line growth and experienced management teams. The firm's main objective is to produce above average performance with lower than average risk. They also seek to manage portfolios in a tax-efficient manner with relatively low portfolio turnover. Knelman Asset Management also manages balanced investment portfolios that utilize both tax-exempt and taxable fixed-income securities, depending on the client's individual investment objectives and tax status.	Corporate Officer/Principal	31/07/2014
Longbow Research LLC Longbow Research LLC Investment ManagersFinance Provides investment research	Analyst-Equity	30/06/2013
Dealogic LLC Dealogic LLC Packaged SoftwareTechnology Services Develops content and software solutions for financial firms	Corporate Officer/Principal	30/06/2005
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Linked companies

Private companies	6
Longbow Research LLC Longbow Research LLC Investment ManagersFinance Provides investment research	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Vassar College Vassar College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dealogic LLC Dealogic LLC Packaged SoftwareTechnology Services Develops content and software solutions for financial firms	Technology Services
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Knelman Asset Management Group LLC Knelman Asset Management Group LLC Investment ManagersFinance Knelman Asset Management Group manages equity and balanced/fixed-income portfolios and also provides investment advice related to the venture capital markets. The firm employs a relative growth investment strategy. They offer large-cap growth and all-cap growth equity investment strategies. Knelman Asset Management seeks to invest in companies with strong balance sheets, relatively low debt-to-total capitalization, strong and/or improving top line and bottom line growth and experienced management teams. The firm's main objective is to produce above average performance with lower than average risk. They also seek to manage portfolios in a tax-efficient manner with relatively low portfolio turnover. Knelman Asset Management also manages balanced investment portfolios that utilize both tax-exempt and taxable fixed-income securities, depending on the client's individual investment objectives and tax status.	Finance

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