Dan Meges
Director de Investigación - Acciones en Clearstead Advisors, LLC .
Perfil
Mr. Daniel Meges is a Senior Managing Director of Research at Clearstead Advisors, LLC.
He joined Clearstead’s Research Team in 2018.
He is responsible for evaluating and monitoring global public equities, including US, international and emerging market equity strategies.
He is primarily responsible for conducting manager due diligence for long-only public equity strategies, manager reviews, analyzing fund statistics, and forming investment recommendations.
As part of the Clearstead’s public markets team, he assists in determining the firm’s views on asset allocation, risk management, and capital market assumptions.
He brings valuable experience in market research and economic analysis to the firm, having served most recently as a Senior Director with Freedonia Custom Research— a division of MarketResearch.com—partnering with the firm’s largest global clients.
Previously, he had also worked more than a decade as an economist, primarily with the U.S.
State Department specializing in economic development, international assistance, global labor markets, and trade policy.
He received his undergraduate degree from Cornell University, a graduate degree from The University of Chicago and an MBA from Loyola University of Chicago.
Cargos activos de Dan Meges
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Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Director de Investigación - Acciones | 01/01/2023 |
Formación de Dan Meges.
Cornell University | Undergraduate Degree |
The University of Chicago | Graduate Degree |
Loyola University of Chicago | Masters Business Admin |
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Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Finance |
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