Waddell Reed Financial Executives

Waddell Reed employs about 1.1 K people. The company is managed by 30 executives with a total tenure of roughly 240 years, averaging almost 8.0 years of service per executive, having 37.2 employees per reported executive. Discussion of Waddell Reed's management performance can provide insight into the enterprise performance.
Philip Sanders  CEO
Chief Executive Officer, Chief Investment Officer, Director
Thomas Godlasky  Chairman
Independent Chairman of the Board
  
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Waddell Reed Management Team Effectiveness

The company has Return on Asset of 6.86 % which means that on every $100 spent on assets, it made $6.86 of profit. This is considered to be average in the sector. In the same way, it shows a return on shareholders' equity (ROE) of 9.34 %, implying that it generated $9.34 on every 100 dollars invested. Waddell Reed's management efficiency ratios could be used to measure how well Waddell Reed manages its routine affairs as well as how well it operates its assets and liabilities.

Waddell Reed Workforce Comparison

Waddell Reed Financial is rated fifth in number of employees category among related companies. The total workforce of Asset Management industry is at this time estimated at about 131,003. Waddell Reed maintains roughly 1,116 in number of employees contributing less than 1% to stocks in Asset Management industry.
The company has Net Profit Margin of 6.71 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 13.86 %, which entails that for every 100 dollars of revenue, it generated $13.86 of operating income.

Waddell Reed Notable Stakeholders

A Waddell Reed stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Waddell Reed often face trade-offs trying to please all of them. Waddell Reed's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Waddell Reed's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Philip SandersChief Executive Officer, Chief Investment Officer, DirectorProfile
Thomas GodlaskyIndependent Chairman of the BoardProfile
Henry HerrmannChairman of the Board, CEOProfile
Wendy HillsSenior Vice President General Counsel, Chief Legal Officer, SecretaryProfile
Michael AveryPresidentProfile
John SundeenSenior Vice President Chief Administrative Officer - InvestmentsProfile
Daniel HansonSenior Vice President Chief Investment OfficerProfile
Mark BuyleSenior Vice President, Chief Legal Officer, General Counsel, SecretaryProfile
Shawn MihalSenior Vice President – Wealth Management, President of Waddell & Reed, Inc.Profile
Eric MeltzerSenior Vice President, Chief Technology OfficerProfile
Benjamin ClouseChief Financial Officer, Senior Vice President, TreasurerProfile
Christopher RackersChief Human Resource Officer, Senior Vice PresidentProfile
Brent BlossPresident, Chief Operating Officer, Executive Vice PresidentProfile
Joan AlbeckSenior Vice President CTOProfile
Michael DaleyVice PresidentProfile
Amy ScuphamSenior Vice President – Distribution, President of Ivy Distributors, Inc.Profile
Thomas ButchChief Marketing Officer And Executive VPProfile
Jerry WaltonIndependent DirectorProfile
Alan KosloffLead Independent DirectorProfile
James JesseeIndependent DirectorProfile
Kathie AndradeIndependent DirectorProfile
Sharilyn GasawayIndependent DirectorProfile
Michael MorrisseyIndependent DirectorProfile
James RainesIndependent DirectorProfile
Dennis LogueIndependent DirectorProfile
Nicole McIntoshRussellVP - Investor RelationsProfile
Mark BuyInterim General CounselProfile
MBA CFAChief Investment Officer and Portfolio ManagerProfile
Katherine KlineIndependent DirectorProfile
Constance WeaverIndependent DirectorProfile

Waddell Reed Workforce Analysis

Traditionally, organizations such as Waddell Reed use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Waddell Reed within its industry.

Waddell Reed Manpower Efficiency

Return on Waddell Reed Manpower

Revenue Per Employee940.9K
Revenue Per Executive35M
Net Income Per Employee63.1K
Net Income Per Executive2.3M
Working Capital Per Employee693.9K
Working Capital Per Executive25.8M
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the Waddell Reed Financial information on this page should be used as a complementary analysis to other Waddell Reed's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

Other Consideration for investing in Waddell Stock

If you are still planning to invest in Waddell Reed Financial check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Waddell Reed's history and understand the potential risks before investing.
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