Dan Cassell

Miembro del Comité de Inversión en Baker Avenue Asset Management LP .

Finance

Consumer Services

Cargos activos de Dan Cassell

Empresas	Cargo	Inicio	Fin
Baker Avenue Asset Management LP Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.	Miembro del Comité de Inversión	01/07/2015	-
	Gestor de Cartera-Acciones	01/07/2015	-
	Estratega de mercado	01/07/2015	-

Empresas	Cargo	Inicio	Fin
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Corporate Officer/Principal	-	-

Santa Clara University

Undergraduate Degree

Internacional

Estados Unidos

Operativa

Investment Committee Member	1
Portfolio Manager-Equities	1
Market Strategist	1

Sectorial

Finance	3
Consumer Services	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	2
Baker Avenue Asset Management LP Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.	Finance
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Finance

Empresas privadas

Finance