Financial Services >> Analyst Interviews >> January 9, 2015
Dan Werner is an Equity Analyst for Morningstar, covering U.S., Canadian and Scandinavian banks. Before joining Morningstar in 2011, he was an Analyst for The Banc Funds Company, LLC, a private equity firm that invests almost exclusively in micro- and small-cap U.S. depository institutions, where he covered companies in the northeastern United States. Previously, he was a Senior Examiner for the Federal Reserve Bank of Chicago in the Supervision & Regulation Applications division. Mr. Werner holds a bachelor’s degree in economics from Northwestern University and a master’s degree in business administration with a concentration in finance from the University of Chicago Booth School of Business. Profile
Mr. Werner: I cover about 10 U.S. regional banks as well as credit card companies, and then six Canadian banks and about four Nordic
