Nadine Cochran

Former Portfolio Manager & Associate at Wagner Investment Management, Inc.

Nadine Cochran

Nadine Cochran

Former Portfolio Manager & Associate at Wagner Investment Management, Inc.

Biography

Ms. Cochran joined CoBiz Wealth in July 2010. Previously, she worked as Portfolio Manager at Wagner Investment Management till the merger took place between Alexander Capital Management Group and Wagner Investment.

Overview
RelSci Relationships

38

Relationships
RelSci Relationships are individuals Nadine Cochran likely has professional access to. A relationship does not necessarily indicate a personal connection.

Professional at CFA Society of Colorado

Relationship likelihood: Strong

Portfolio Manager at HighWater Wealth Management LLC

Relationship likelihood: Strong

Portfolio Manager at Peak Asset Management LLC

Relationship likelihood: Strong

Former President, Chief Executive Officer & Head Portfolio Manager at CoBiz Wealth LLC

Relationship likelihood: Strong

Former Client Service Coordinator at CoBiz Wealth LLC

Relationship likelihood: Strong

Former Administrative Assistant at Wagner Investment Management, Inc.

Relationship likelihood: Strong

Former Administrative Assistant at Wagner Investment Management, Inc.

Relationship likelihood: Strong

Operations Analyst at CoBiz Wealth LLC

Relationship likelihood: Strong

Chief Compliance Officer at Helm Investment Management LLC

Relationship likelihood: Strong

Former Analyst at Wagner Investment Management, Inc.

Relationship likelihood: Strong

In The News
St. Louis Post-Dispatch (Missouri)
November 9, 2018
People in Business
Paths to Nadine Cochran
Potential Connections via
Relationship Science
You
Nadine Cochran
Former Portfolio Manager & Associate at Wagner Investment Management, Inc.
Career History
Portfolio Manager & Associate
2010 - Prior

CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies.Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well.

Portfolio Manager & Associate
Prior - 2010

Wagner Investment Management (WIM) designs customized portfolios for individual clients using a proprietary investment approach with a growth bias. The firm seeks to provide the highest possible returns, given a reasonable level of risk. Their investment strategy focuses on identifying and investing in stocks with consistently high earnings growth, high ROE and low debt. WIM then compares these growth rates to the company's price in order to purchase the stocks of solid, long-term growth companies that are trading at reasonable valuations. The firm's investments approach is referred to as 'growth with a value overlay.' WIM employs a strategic asset allocation model that monitors macroeconomic trends to determine the amount of cash that should be held in reserve from the equity allocation.Though not limited by sector, WIM tends to invest in the stocks of US mid-cap and large-cap companies in the electronic technology, health technology, finance, retail and consumer non-durables sectors. The firm maintains a low turnover rate.

Other Affiliations

Nadine Cochran is affiliated with CoBiz Wealth LLC, Wagner Investment Management, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Nadine Cochran. 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 Nadine Cochran's profile does not indicate a business or promotional relationship of any kind between RelSci and Nadine Cochran.