David Locke

David Locke Email and Phone Number

Senior Equity Research Analyst @
David Locke's Location
Brookline, Massachusetts, United States, United States
David Locke's Contact Details

David Locke work email

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About David Locke

20+ years of researching, valuing, and investing in small and mid-cap growth companies, principally equity. First 7 years as an investment banker in NY, Boston and SF, and the last 15 years as a buy-side research analyst.

David Locke's Current Company Details
Act III Equity Research LLC

Act Iii Equity Research Llc

Senior Equity Research Analyst
David Locke Work Experience Details
  • Act Iii Equity Research Llc
    Founder
    Act Iii Equity Research Llc Jan 2015 - Present
    Greater Boston Area
    Consultant to leading institutional equity funds and portfolio managers, with a focus on small and mid-cap stocks. Primary coverage in diversified business & industrial services, SaaS technology / services, specialty (non-bank) finance / leasing, and restaurants.Provide ongoing coverage and financial models for a portfolio of small and mid-cap stocks, and perform special projects within my sectors of expertise on an as-needed basis
  • Wasatch Advisors
    Senior Equity Research Analyst
    Wasatch Advisors Oct 2008 - Dec 2014
    Salt Lake City
    View
  • Weatherbie Capital, Llc
    Principal -- Investment Research
    Weatherbie Capital, Llc Feb 1998 - Jun 2007
    Greater Boston Area
    View
  • Volpe Brown Whelan & Co.
    Research Analyst -- Sell Side
    Volpe Brown Whelan & Co. Jan 1996 - Feb 1998
    San Francisco Bay Area
    Sell-side research analyst covering digital media and (early days) Internet companies
    View
  • Volpe Brown Whelan & Co.
    Associate -- Investment Banking
    Volpe Brown Whelan & Co. Oct 1993 - Dec 1995
    Greater Boston Area
    M&A and capital-markets (IPO, follow-on and private investment) investment banker for small growth technology and healthcare companies.
    View
  • Wertheim Schroder
    Analyst -- Investment Banking
    Wertheim Schroder Jul 1991 - Jul 1993
    Greater New York City Area

David Locke Skills

Equity Research Investments Financial Modeling Finance Equities Capital Markets Financial Statement Analysis Mutual Funds Microsoft Excel Financial Analysis Valuation Research

David Locke Education Details

Frequently Asked Questions about David Locke

What company does David Locke work for?

David Locke works for Act Iii Equity Research Llc

What is David Locke's role at the current company?

David Locke's current role is Senior Equity Research Analyst.

What is David Locke's email address?

David Locke's email address is da****@****hoo.com

What is David Locke's direct phone number?

David Locke's direct phone number is +181751*****

What schools did David Locke attend?

David Locke attended University Of Pennsylvania, University Of Pennsylvania.

What skills is David Locke known for?

David Locke has skills like Equity Research, Investments, Financial Modeling, Finance, Equities, Capital Markets, Financial Statement Analysis, Mutual Funds, Microsoft Excel, Financial Analysis, Valuation, Research.

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