Profiel
Mr. Daniel R.
Price, CFA, is a Chief Investment Officer of Overlay Management at Natixis Advisors LLC.
He is responsible for implementing investment strategies and conducting due diligence on separate accounts, mutual funds and ETFs.
He joined the firm in October 2006 and has been in the financial services industry since 1997.
Prior to Natixis, Mr. Price managed a team of analysts and provided research and consultative sales support to independent advisors as Director of Charles Schwab’s Managed Account Research Center.
He also contributed to manager selection and removal decisions as a member of Schwab’s Managed Account Select Investment Committee.
Prior to Schwab, Mr. Price analyzed mutual funds and developed asset allocation recommendations for 401(k) participants at mPower, a web-based 401(k) advice provider, and held several positions at investment management firm Bailard Biehl & Kaiser.
Mr. Price received his BA in Biology from Middlebury College.
He holds both the Chartered Financial Analyst and the Financial Risk Manager designations and is a member of the CFA Society of San Francisco.
Actieve functies van Dan Price
Bedrijven | Functie | Begin |
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Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Head-Equity Investments | 01-10-2006 |
Eerdere bekende functies van Dan Price
Bedrijven | Functie | Einde |
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Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 31-12-2005 |
Opleiding van Dan Price
Middlebury College | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |