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Profile
Mr. Joseph B. Werner is a Managing Principal & Portfolio Manager at Cannell & Spears LLC.
Mr. Werner began his career in 1981 with Bankers Trust Company where he worked as a securities analyst and in portfolio management.
In 1984, he joined the Wallenberg group of Sweden (NY office) where again he worked as a securities analyst and portfolio manager.
He received a BS degree in Finance from the Boston University School of Management in 1981 and an MBA from Pace University's Lubin School of Business in 1987.
Mr. Werner is a member of the New York Society of Security Analysts, Inc. and a graduate of the New York State Banker's Association Trust Investment School.
Joseph Blair Werner active positions
| Companies | Position | Start |
|---|
Former positions of Joseph Blair Werner
| Companies | Position | End |
|---|---|---|
Cannell & Co.
 Cannell & Co. Investment ManagersFinance Cannell & Co. is a value-based, long-term investor. The firm invests their clients’ assets in common stocks of publicly traded companies as the best way to preserve and enhance purchasing power over time. When appropriate, they may also include a fixed income component to balance a client’s portfolio. A client’s asset allocation is determined by a thorough understanding of their financial circumstances and objectives. They build concentrated portfolios that are risk-managed without over-diversification. | Chief Executive Officer | 01/01/2024 |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Analyst-Equity | 31/12/1990 |
Training of Joseph Blair Werner
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
93
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Cannell & Co.
Cannell & Co. Investment ManagersFinance Cannell & Co. is a value-based, long-term investor. The firm invests their clients’ assets in common stocks of publicly traded companies as the best way to preserve and enhance purchasing power over time. When appropriate, they may also include a fixed income component to balance a client’s portfolio. A client’s asset allocation is determined by a thorough understanding of their financial circumstances and objectives. They build concentrated portfolios that are risk-managed without over-diversification. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Finance |
Pace University
 Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Questrom School of Business
 Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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