CoverProfile

Wayne D. Wetzel, Jr.

Managing Director

Excalibur Management Corp

United States, Massachusetts, Waltham

About Me

Wayne’s over 40-year career has provided him with in-depth experience as an operating executive for several companies, as an entrepreneur, and as a manager of the investment process. This broad background combined with his specific engineering and analytical skills, as well as a history of managing client portfolios ranging from high-net-worth individuals to foundation and retirement accounts, provides Excalibur with a valuable perspective and diversification. Prior to joining Excalibur in 1993, Wayne co-founded Hawthorne Associates, Inc., a registered investment advisor managing $1 billion in ERISA pension assets. Before Hawthorne, Wayne served as Vice President of Operations for Universal
View more

Profile Information

Managing Director

Excalibur Management Corp

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Waltham

Massachusetts

United States

May 15, 2024

More profiles to browse

MW
Michael W. Delduchetto
President & Principal
BH
Brendan Herlihy
Managing Director
MH
Marc H. Ohler
Managing Director & Principal
DL
David Leggett
Owner

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University