Profiel
Mr. Dan K.
Lewenberg is an Analyst at Delphi Management, Inc.
Mr. Lewenberg began at Delphi in March 2005 after working for a year as an assistant portfolio manager at Capital Advisors Group in Newton, MA.
He received a BA from Colgate University in 1999 in Environmental Biology with an Economics minor, followed by an MA in Economics from Tufts University in 2003.
Eerdere bekende functies van Dan K. Lewenberg
Bedrijven | Functie | Einde |
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Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Analyst-Equity | 28-02-2013 |
Capital Advisors Group, Inc.
Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Corporate Officer/Principal | 31-12-2005 |
Opleiding van Dan K. Lewenberg
Colgate University | Undergraduate Degree |
Tufts University | Graduate Degree |
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Bedrijven in privébezit | 2 |
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Delphi Management, Inc.
Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis. | Finance |
Capital Advisors Group, Inc.
Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations. | Finance |