Dan McManus
Gestor de Cartera-Acciones en West Financial Services, Inc. .
Perfil
Mr. Daniel McManus, CFA MBA, is a Portfolio Manager at West Financial Services, Inc. He is responsible for customized investment portfolio construction and management for clients.
He has over 25 years of experience in financial services, primarily in providing fiduciary investment advice and management services for individual investors, as well as corporate 401(k) and pension plans.
He earned a BS in Economics with a concentration in Finance from Babson College and an MBA degree from Columbia University.
He is a CFA charterholder.
Cargos activos de Dan McManus
| Empresas | Cargo | Inicio |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Gestor de Cartera-Acciones | 01/03/2023 |
Formación de Dan McManus.
| Babson College | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
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| Empresas privadas | 1 |
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West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |
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