![Dan Bauer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Bauer
Chief Investment Officer bij
AllSquare Wealth Management LLC
Profiel
Mr. Daniel D.
Bauer is a Principal at AllSquare Wealth Management LLC.
He also serves as the firm’s Chief Compliance Officer and Chief Investment Officer.
He has over 18 years of experience in the financial services industry and his primary responsibilities include investment portfolio management, investment account trading, strategic financial planning and creating investment policy statements for individuals and organizations.
Mr. Bauer earned his MSFA, from the College for Financial Planning (2007) and Bachelor of Science in Statistics from Cornell University (2001).
He earned his Certified Financial Planner certification in 2013.
Actieve functies van Dan Bauer
| Bedrijven | Functie | Begin |
|---|---|---|
AllSquare Wealth Management LLC
 AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth develops asset allocation targets for clients and implements those asset allocations via the use of passively managed investment vehicles (typically ETFs, open-ended mutual funds, and individual Treasury securities). The firm allocates asset classes to different account types in an attempt to optimize the tax-efficiency of the overall portfolio. | Chief Investment Officer | 01-08-2010 |
Opleiding van Dan Bauer
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
97
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
The College for Financial Planning, Inc.
 The College for Financial Planning, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth develops asset allocation targets for clients and implements those asset allocations via the use of passively managed investment vehicles (typically ETFs, open-ended mutual funds, and individual Treasury securities). The firm allocates asset classes to different account types in an attempt to optimize the tax-efficiency of the overall portfolio. | Finance |
