Bancroft R. Wheeler

Former Director at The Danforth Associates, Inc.

Bancroft R. Wheeler

Bancroft R. Wheeler

Former Director at The Danforth Associates, Inc.

Biography

Mr. Wheeler is a graduate of Harvard College and Harvard Law School. He is an attorney in the Boston Law firm of Nutter, McClennen & Fish, LLP.

Overview
RelSci Relationships

10

Relationships
RelSci Relationships are individuals Bancroft R. Wheeler likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Chairman & Chief Executive Officer at The Danforth Associates, Inc.

Relationship likelihood: Average

Principal, Wealth Manager & CIO at Modera Wealth Management LLC

Relationship likelihood: Average

Former Controller at The Danforth Associates, Inc.

Relationship likelihood: Average

Former President at The Danforth Associates, Inc.

Relationship likelihood: Average

Former Investment Operations Manager at The Danforth Associates, Inc.

Relationship likelihood: Average

Former Executive Assistant at The Danforth Associates, Inc.

Relationship likelihood: Average

Former Portfolio Manager at Horan Capital Management LLC

Relationship likelihood: Average

Fund Advisor at Fenimore Asset Management, Inc.

Relationship likelihood: Average

Former Research Assistant at The Danforth Associates, Inc.

Relationship likelihood: Weak

Former President at Alpha Investment Advisors, Inc.

Relationship likelihood: Weak

Paths to Bancroft R. Wheeler
Potential Connections via
Relationship Science
You
Bancroft R. Wheeler
Former Director at The Danforth Associates, Inc.
Career History
Director
Prior - 2010

Danforth focuses on investing in large-cap, blue chip companies that fall within the S&P 500 index. Their primary investment objective is to make all accounts grow, with reasonable caution, fast enough to reach a goal of future financial security. Before starting an account, they learn about their client's investment goals, risk tolerance, time horizon and overall financial picture. Once funded, their investment committee reviews each account and creates a diversified portfolio of domestic common stocks specifically tailored to each client.Danforth's investment committee uses a top-down investment approach. First, they select a group of winning industries within the S&P 500. Then, from among those winning industries, a group of winning stocks is selected.Through their disciplined investment approach, they identify those attractive industries that are most likely to outperform the market in the future. When selecting stocks within those industries, they conduct fundamental and technical analysis. Danforth seeks out companies that can reliably increase and sustain their long-term earnings because of compelling competitive advantages. They look for companies with industry leading products and services, stable or increasing profit margins, economies of scale, purchasing power, superior management and exceptional financial strength.Their analysis also includes six primary selection yardsticks to sift out the best opportunities: comparative strength index, value analysis, growth momentum, stability, risk and quality.Their research capabilities include numerous subscriptions to independent research as well as institutional research from Wall Street, but the investment committee makes final stock selections.

Other Affiliations

Bancroft R. Wheeler is affiliated with The Danforth Associates, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Bancroft R. Wheeler. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Bancroft R. Wheeler's profile does not indicate a business or promotional relationship of any kind between RelSci and Bancroft R. Wheeler.