![John Frederick Dalton](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>)
John Frederick Dalton
Analyst-Equity bij
Managed Asset Portfolios LLC
Profiel
Mr. John F.
Dalton, CFA MBA, is an Assistant Portfolio Manager at Managed Asset Portfolios LLC.
(MAP).
He has over 23 years of industry experience and joined MAP’s Portfolio Management team in 2006.
He also services a select number of MAP’s Chicago area clients.
Previously, he worked for H&R Block Financial Advisors (formerly OLDE Discount Corporation) servicing approximately 150 families and institutions as well as managing large investment and servicing teams in Oak Lawn and Glenview, IL.
He earned a Bachelor’s degree with a Finance specialization from Marquette University and an MBA from the University of Chicago.
He is a Chartered Financial Analyst, member of the CFA Society of Chicago and Registered Investment Advisor Representative.
Actieve functies van John Frederick Dalton
| Bedrijven | Functie | Begin |
|---|---|---|
Managed Asset Portfolios LLC
 Managed Asset Portfolios LLC Investment ManagersFinance MAP is an active, value-driven, bottom-up investor that employs various fixed income, balanced, US-only, and global equity strategies. The firm only purchases securities in businesses that they believe have attractive fundamental value at the given price and sells when the price exceeds that fundamental value. They may seek to protect against downside risk through various techniques including selling covered call options and purchasing income-producing securities. | Analyst-Equity | 01-01-2006 |
Eerdere bekende functies van John Frederick Dalton
| Bedrijven | Functie | Einde |
|---|---|---|
H&R Block Financial Advisors
 H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31-12-2005 |
Opleiding van John Frederick Dalton
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
20
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Managed Asset Portfolios LLC
Managed Asset Portfolios LLC Investment ManagersFinance MAP is an active, value-driven, bottom-up investor that employs various fixed income, balanced, US-only, and global equity strategies. The firm only purchases securities in businesses that they believe have attractive fundamental value at the given price and sells when the price exceeds that fundamental value. They may seek to protect against downside risk through various techniques including selling covered call options and purchasing income-producing securities. | Finance |
