Bringing you live news and features since 2006 

HCA hires senior portfolio manager


Horan Capital Advisors (HCA), an SEC-registered investment advisory firm dedicated to high-net worth and institutional asset management clients, has appointed Dale Wiethe as a senior portfolio manager.

Wiethe has been in the investment management business for 23 years, and has held the position of portfolio manager for high net worth individuals, foundations, endowments, corporate pension and profit-sharing plans.
He has extensive experience with asset allocation and portfolio construction, security analysis and investment policy statement development.
“Dale’s investment philosophy parallels that of Horan Capital Advisors which will further strengthen the level of service the organisation has demonstrated since being founded,” says Terence L Horan, managing principal of HCA. “We are happy to welcome Dale to the organisation and continue to have great pride in the commitment Horan Capital Advisors has to its respective clientele.”
Prior to joining HCA, Wiethe spent many years at several regional banks before joining Merrill Lynch. Before he entered the portfolio management field, he worked for a large family conglomerate in the accounting and treasury divisions doing credit analysis, foreign exchange trading and financial analysis.
“I believe the greatest rewards of this business are the lifetime of learning and client interaction aspects,” says Wiethe. “I enjoy helping clients determine their goals and understand how investment markets fit in to achieving those goals. Horan Capital Advisors is a great fit for me because of our shared philosophy that the investment advisory business is about providing clients with the best position to grow, sustain and protect their wealth.”

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by