![Doug Wells](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Douglas E.
Wells is a Managing Partner & Wealth Advisor at Wells Trecaso Financial Group LLC.
He has more than 39 years of experience in the financial services industry.
His focus is on managing and preserving each client’s assets for the priorities and purposes they have intended.
Before co-founding Wells Trecaso Financial Group, his independent advisory firm, in November 2017, Mr. Wells was Senior Vice President, Portfolio Management Director at Morgan Stanley for nine years and Senior Portfolio Manager at UBS/Paine Webber for 26 years.
He earned a bachelor’s degree in business administration/finance from The Ohio State University.
Actieve functies van Doug Wells
| Bedrijven | Functie | Begin |
|---|---|---|
Wells Trecaso Financial Group LLC
 Wells Trecaso Financial Group LLC Investment ManagersFinance WTFG employs a GARP-oriented investment approach and uses the “Wells Trecaso Valuation Model” to look for companies that are undervalued based on the Price Earnings Ratio (P/E) and potential earnings (EPS). The Model looks at the current P/E and compares this to their high/low P/E of the last market cycle, typically 5 to 10 year span of time. The firm further breaks down the spread between the average high/low to see which companies are trading at the bottom quartile or below of that range, its mid-range or the top quartile or above. The Buy candidates are in the bottom quartile or below, while the Sell candidates are in the top quartile or above. The mid-range positions are holds. | Oprichter | 01-11-2017 |
Opleiding van Doug Wells
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
1
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Fisher College of Business
 Fisher College of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Trecaso Financial Group LLC
Wells Trecaso Financial Group LLC Investment ManagersFinance WTFG employs a GARP-oriented investment approach and uses the “Wells Trecaso Valuation Model” to look for companies that are undervalued based on the Price Earnings Ratio (P/E) and potential earnings (EPS). The Model looks at the current P/E and compares this to their high/low P/E of the last market cycle, typically 5 to 10 year span of time. The firm further breaks down the spread between the average high/low to see which companies are trading at the bottom quartile or below of that range, its mid-range or the top quartile or above. The Buy candidates are in the bottom quartile or below, while the Sell candidates are in the top quartile or above. The mid-range positions are holds. | Finance |
