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Profile
Mr. Rory Blake is an Associate Analyst at Wells Fargo Securities LLC.
He joined the firm in October 2014.
Mr. Blake was previously employed as an Associate Research Analyst by Lord, Abbett & Co. LLC and Equity Research Analyst by Walthausen & Co. LLC.
Mr. Blake received his undergraduate degree in Financial Analysis, Business Administration with minor in Economics from the State University of New York at Albany.
Former positions of Rory Blake
| Companies | Position | End |
|---|---|---|
Lord, Abbett & Co. LLC
 Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Analyst-Equity | 30/09/2014 |
Walthausen & Co. LLC
 Walthausen & Co. LLC Investment ManagersFinance Walthausen uses a value strategy in the micro and small-cap segments of the US domestic equities market. Through a bottoms-up methodology, they strive to construct a diversified portfolio of quality companies with the best reward to risk ratios as determined by their analysts with an understanding of the specific business risks as reviewed by the portfolio manager. The firm’s sell discipline consists of 3 parts: (1) they look to trim positions back to a full weight after it has appreciated beyond a specific threshold, (2) when Walthausen discovers an opportunity that exceeds that of an incumbent holding, and (3) when there is a material degradation of return on invested capital. | Corporate Officer/Principal | 01/05/2011 |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Training of Rory Blake
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
38
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Lord, Abbett & Co. LLC
Lord, Abbett & Co. LLC Investment ManagersFinance Lord Abbett manages equity, fixed income, and multi-asset class portfolios across a wide range of investment strategies. Portfolio management teams employ a rigorous investment approach, and the firm’s investment processes are supported by a strong internal focus on fundamental and quantitative research. | Finance |
State University of New York at Albany
 State University of New York at Albany Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Walthausen & Co. LLC
Walthausen & Co. LLC Investment ManagersFinance Walthausen uses a value strategy in the micro and small-cap segments of the US domestic equities market. Through a bottoms-up methodology, they strive to construct a diversified portfolio of quality companies with the best reward to risk ratios as determined by their analysts with an understanding of the specific business risks as reviewed by the portfolio manager. The firm’s sell discipline consists of 3 parts: (1) they look to trim positions back to a full weight after it has appreciated beyond a specific threshold, (2) when Walthausen discovers an opportunity that exceeds that of an incumbent holding, and (3) when there is a material degradation of return on invested capital. | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
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