Profiel
Mr. Dan J.
Lewis is a Principal at Dalton Partners.
He was an analyst with RBC Capital Markets covering consumer stocks.
For the majority of his 15 plus years in the investment industry, he was a senior member of the value investment team at SunTrust Bank.
Mr. Lewis was instrumental in launching the firm’s Mid-Cap Value fund as well as serving as the fund’s Co-Portfolio Manager.
He also served as the senior analyst on the bank’s Large-Cap Value fund where he functioned in a generalist capacity, gaining valuable experience analyzing multiple industries.
Mr. Lewis graduated from Stetson University with a BBA degree and from Rollins College, Crummer Graduate School of Business, with an MBA.
Eerdere bekende functies van Dan J. Lewis
| Bedrijven | Functie | Einde |
|---|---|---|
Dalton Partners
 Dalton Partners Investment ManagersFinance Dalton Partners is an investment advisor firm located in Atlanta. | Portefeuillebeheerder-Aandelen | 01-12-2012 |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Analyst-Equity | 31-12-2010 |
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Opleiding van Dan J. Lewis
| Stetson University | Undergraduate Degree |
| Rollins College (Florida) | Masters Business Admin |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Finance |
Dalton Partners
Dalton Partners Investment ManagersFinance Dalton Partners is an investment advisor firm located in Atlanta. | Finance |
SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
