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Stephen Wachtel
Managing Director And Portfolio Manager at Ssi Investment Management
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Work Experience
Aug 2010 - Present · 14 years and 4 months
Managing Director And Portfolio Manager
Mar 2012 - Present · 12 years and 9 months
Senior Research Analyst
Aug 2010 - Feb 2012 · 1 years and 6 months
Stock/Commodity/Currency Trader
Mar 2007 - Aug 2010 · 3 years and 5 months
Company Details
Founded in 1973, SSI Investment Management is an institutional asset management firm that focuses on innovative, alternative ideas that resonate in the marketplace. We strive in finding inventive ways to deliver competitive returns while providing risk mitigation through sophisticated investment techniques. We have a long history and deep expertise in Convertible Securities, allowing us to offer investors the best this hybrid asset class has to offer. We stand out in terms of the depth and continuity of our Investment Team, as well as our investment process and performance. Our clients range from institutional public and corporate Pension Plans, Insurance Companies, Sub-Advisory, Endowments, Foundations, Taft-Hartley, RIAs and Family Offices. Our team has worked together through all kinds of market cycles since the 1990’s. These professionals, with backgrounds specializing in a wide range of fields, including finance, economics and business development, are dedicated to sound financial judgment and the ability to care for our clients. SSI Investment Management LLC believes all information contained in its posts to be accurate but we do not guarantee its accuracy. The analyst(s) principally responsible for preparing the research certify the views expressed accurately reflect their personal views about the subject security (ies) or issuer(s) as of the date of posting, and that their compensation was not, is not, and will not be directly or indirectly related to the specific recommendations or views contained in the post. None of the information reported or opinions expressed constitute a solicitation of the purchase or sale of securities or any commodities. SSI operated under the name of SSI Investment Management, Inc. (1/1/1973-4/30/2019) and as of 5/1/2019 operates as SSI Investment Management LLC.
Year Founded
1973
Social Media
Linkedin
Industry
Investment Management
HQ Location
9440 Santa Monica Blvd. Suite 800 Beverly Hills, CA 90210, US
Keywords
Discretionary ConvertiblesFlexible AllocatioHedged ConvertiblesCore EquityInvestment Grade ConvertiblesBalancePortable AlphLow Risk EquityFixed IncomeMulti-Asset Allocatio
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