Dan Carlson
Director Ejecutivo en VS Trust .
Cargos activos de Dan Carlson
Empresas | Cargo | Inicio | Fin |
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VS Trust
VS Trust Investment Trusts/Mutual FundsMiscellaneous VS Trust operates as a trust. It intends to provide daily investment results, before fees and expenses, that correspond to the performance of a particular index or benchmark for a single day. The company is headquartered in Mount Kisco, NY. | Comptroller/Controller/Auditor | - | - |
Director Ejecutivo | - | - | |
Director Financiero/CFO | - | - |
Historial de carrera de Dan Carlson
Antiguos cargos conocidos de Dan Carlson.
Empresas | Cargo | Inicio | Fin |
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Tidal Investments LLC
Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Oficial de Cumplimiento | 01/03/2012 | 01/03/2024 |
Director de Operaciones | 01/03/2012 | 01/03/2024 | |
Director Financiero/CFO | 01/03/2012 | 01/03/2024 | |
Fundador | 01/03/2012 | 01/03/2024 | |
Secretario Corporativo | 01/03/2012 | 01/03/2024 | |
Avatar Associates
Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Ventas & Marketing | 08/07/2010 | - |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Corporate Officer/Principal | 30/09/2003 | 30/09/2003 |
Buck Global LLC
Buck Global LLC Miscellaneous Commercial ServicesCommercial Services Buck Global LLC engages in the provision of human resource-focused consulting and technology services to mid- to large-sized companies and government agencies. It offers consulting for employee retirement programs, compliance, recruiting, and talent management, and benefits administration. The company was founded by George Buck Sr. in 1916 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/04/1983 | - |
Harris Bank
Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Corporate Officer/Principal | 01/06/1977 | - |
Lincoln Financial Distributors, Inc.
Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Corporate Officer/Principal | - | - |
Formación de Dan Carlson.
University of Illinois | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 9 |
Operativa
Corporate Officer/Principal | 4 |
Director of Finance/CFO | 2 |
Sales & Marketing | 1 |
Sectorial
Finance | 6 |
Consumer Services | 2 |
Commercial Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 7 |
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Avatar Associates
Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Finance |
Buck Global LLC
Buck Global LLC Miscellaneous Commercial ServicesCommercial Services Buck Global LLC engages in the provision of human resource-focused consulting and technology services to mid- to large-sized companies and government agencies. It offers consulting for employee retirement programs, compliance, recruiting, and talent management, and benefits administration. The company was founded by George Buck Sr. in 1916 and is headquartered in New York, NY. | Commercial Services |
Tidal Investments LLC
Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Finance |
Lincoln Financial Distributors, Inc.
Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Finance |
Harris Bank
Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Finance |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
VS Trust
VS Trust Investment Trusts/Mutual FundsMiscellaneous VS Trust operates as a trust. It intends to provide daily investment results, before fees and expenses, that correspond to the performance of a particular index or benchmark for a single day. The company is headquartered in Mount Kisco, NY. | Miscellaneous |
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