Dan Rodan
Miembro del Comité de Inversión en Tower Bridge Advisors, Inc. .
Perfil
Mr. Daniel P.
Rodan is a Senior Portfolio Manager at Tower Bridge Advisors, Inc. He is also a member of the firm’s Research and Investment Committees.
Mr. Rodan has a diverse background with experience in operations, portfolio management and client service in the investment advisory business.
Prior to joining Tower Bridge, Mr. Rodan spent 14 years with Sterling Advisors and Valley Forge Asset Management, a predecessor firm.
Most recently, he was a Vice President and Portfolio Manager serving on Sterling’s investment committees including the Macro, Fixed Income, Core Equity and Value Equity committees where he specialized in health care.
Mr. Rodan received a BA in finance from Virginia Tech.
Cargos activos de Dan Rodan
Empresas | Cargo | Inicio |
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Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Miembro del Comité de Inversión | 01/04/2018 |
Antiguos cargos conocidos de Dan Rodan.
Empresas | Cargo | Fin |
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BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Gestor de Cartera-Acciones | 19/04/2018 |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Gestor de Cartera-Acciones | 01/03/2016 |
Formación de Dan Rodan.
Virginia Polytechnic Institute & State University | Undergraduate Degree |
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Empresas relacionadas
Empresas privadas | 3 |
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Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Finance |
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