Rory Blake

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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	2014-09-29
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	2011-04-30
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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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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