Steve Wachtel
Analyst-Equity at SSI Investment Management LLC
Profile
Mr. Stephen R.
Wachtel, CFA MBA, is a Portfolio Manager at SSI Investment Management LLC.
He provides equity research in Financials, Industrials, Technology and Consumer Sectors.
He has over 20 years of industry experience.
He joined SSI in 2010 as an Equity Research Analyst.
In addition he worked for Froley, Revy as an Outright Convertible bond analyst for 7 years.
He received his undergraduate degree from Lehigh University and an MBA from the University of California, Los Angeles.
Steve Wachtel active positions
| Companies | Position | Start |
|---|---|---|
SSI Investment Management LLC
 SSI Investment Management LLC Investment ManagersFinance SSI Investment Management LLC (SSI) is a registered investment adviser headquartered in Los Angeles, California. The firm was founded in 1973 and became a subsidiary of Resolute Investment Managers, Inc. in 2019. SSI serves as an investment adviser to separately managed accounts, investment sub-adviser to open-end management investment companies. | Analyst-Equity | - |
Former positions of Steve Wachtel
| Companies | Position | End |
|---|---|---|
SSI Investment Management, Inc.
 SSI Investment Management, Inc. Investment ManagersFinance SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals. | Analyst-Equity | - |
Froley, Revy Investment Co., Inc.
 Froley, Revy Investment Co., Inc. Investment ManagersFinance Based in Los Angeles, Froley, Revy Investment Co., Inc. is an independent investment management firm specializing in convertible securities. | Analyst-Equity | 01/08/2005 |
Training of Steve Wachtel
| Lehigh University | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Froley, Revy Investment Co., Inc.
Froley, Revy Investment Co., Inc. Investment ManagersFinance Based in Los Angeles, Froley, Revy Investment Co., Inc. is an independent investment management firm specializing in convertible securities. | Finance |
SSI Investment Management, Inc.
SSI Investment Management, Inc. Investment ManagersFinance SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals. | Finance |
SSI Investment Management LLC
SSI Investment Management LLC Investment ManagersFinance SSI Investment Management LLC (SSI) is a registered investment adviser headquartered in Los Angeles, California. The firm was founded in 1973 and became a subsidiary of Resolute Investment Managers, Inc. in 2019. SSI serves as an investment adviser to separately managed accounts, investment sub-adviser to open-end management investment companies. | Finance |
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