Dan Mintz
Directeur van Onderzoek - Eigen Vermogen bij Clifford Swan Investment Counsel LLC
Profiel
Mr. Daniel J.
Mintz is a Principal & Director of Equity Research at Clifford Swan Investment Counsel LLC.
He joined the firm in 2017 to conduct fundamental equity research, primarily on high-quality mid- to large-capitalized companies.
He works closely with members of the research team on rendering buy/sell recommendations, creating valuation models, and conducting ongoing due diligence.
Prior to joining Clifford Swan, he was an Investment Analyst at Holdsworth & Co., LLC.
Previously, he held positions in equity capital markets at Collins Stewart LLC and Bank of America Merrill Lynch.
He received his undergraduate degree from the University of California San Diego (2016) and an MBA from the University of Southern California (2015).
Actieve functies van Dan Mintz
| Bedrijven | Functie | Begin |
|---|---|---|
Clifford Swan Investment Counsel LLC
 Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2024 |
Eerdere bekende functies van Dan Mintz
| Bedrijven | Functie | Einde |
|---|---|---|
Collins Stewart LLC
 Collins Stewart LLC Investment Banks/BrokersFinance Founded in 1991, Collins Stewart LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of UK-based Collins Stewart Plc. Their research focuses on the aerospace and defense, technology, telecommunications, biotechnology, Internet/software and semiconductors sectors | Corporate Officer/Principal | 01-03-2012 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01-07-2009 |
Holdsworth & Co. LLC
 Holdsworth & Co. LLC Miscellaneous Commercial ServicesCommercial Services Holdsworth & Co. LLC provides corporate environment services. The private company is based in Pasadena, CA. The company was founded by Mark Keith Holdsworth. | Corporate Officer/Principal | - |
Opleiding van Dan Mintz
| University of California San Diego | Undergraduate Degree |
| University of Southern California | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Finance |
Holdsworth & Co. LLC
Holdsworth & Co. LLC Miscellaneous Commercial ServicesCommercial Services Holdsworth & Co. LLC provides corporate environment services. The private company is based in Pasadena, CA. The company was founded by Mark Keith Holdsworth. | Commercial Services |
Collins Stewart LLC
Collins Stewart LLC Investment Banks/BrokersFinance Founded in 1991, Collins Stewart LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of UK-based Collins Stewart Plc. Their research focuses on the aerospace and defense, technology, telecommunications, biotechnology, Internet/software and semiconductors sectors | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
