David Wetherell

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Consumer Services

Profile

David Paul Wetherell worked as a Portfolio Manager at Oberweis Asset Management, Inc. from 2017 to 2020 and at Cozad Asset Management, Inc. He received undergraduate and graduate degrees from the University of Illinois.

Former positions of David Wetherell

Companies	Position	End
Oberweis Asset Management, Inc. Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis is an active investment manager that employs a bottom-up, fundamental-research based investment approach. The firm seeks to identify and capitalize on pricing inefficiencies involving micro-, small- and mid-capitalization equities worldwide.	Portfolio Manager-Equities	01/06/2020
Cozad Asset Management, Inc. Cozad Asset Management, Inc. Investment ManagersFinance Cozad’s investment philosophy is guided by diversification, a disciplined approach to the purchase and sale of securities, and the flexibility to address each client’s goals. Portfolios are customized according to each client’s goals and objectives. The firm believes diversification is essential to reduce risk and volatility. They consider economic sectors, countries, industries and capitalization levels in selecting stocks. Cozad suggests laddering maturities and considering issues and geographic regions when selecting bonds for portfolios.	Investment Committee Member	-

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Private companies	3
Oberweis Asset Management, Inc. Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis is an active investment manager that employs a bottom-up, fundamental-research based investment approach. The firm seeks to identify and capitalize on pricing inefficiencies involving micro-, small- and mid-capitalization equities worldwide.	Finance
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cozad Asset Management, Inc. Cozad Asset Management, Inc. Investment ManagersFinance Cozad’s investment philosophy is guided by diversification, a disciplined approach to the purchase and sale of securities, and the flexibility to address each client’s goals. Portfolios are customized according to each client’s goals and objectives. The firm believes diversification is essential to reduce risk and volatility. They consider economic sectors, countries, industries and capitalization levels in selecting stocks. Cozad suggests laddering maturities and considering issues and geographic regions when selecting bonds for portfolios.	Finance