Dan Winter
Head-Equity Investments en Confluence Investment Management LLC .
Perfil
Mr. Daniel T.
Winter, CFA MBA, is a Chief Investment Officer of Value Equities at Confluence Investment Management LLC.
He chairs the firm’s Value Equities Portfolio Management Committee.
His responsibilities include directing the strategy implementation and trading execution for the firm’s equity portfolios.
He, like all portfolio managers at Confluence, is also an analyst.
His primary areas of coverage include the Financials and Information Technology sectors.
Prior to joining Confluence, Mr. Winter served as a portfolio manager and analyst with Gallatin Asset Management, the investment management arm of A.G.
Edwards, Inc. While at Gallatin, he chaired the portfolio management team responsible for the firm’s value-oriented equity strategies.
Additionally, he co-managed the First Trust/Gallatin Specialty Finance and Financial Opportunities Fund, primarily focused on business development companies.
He also served as a portfolio manager for the Cyclical Growth ETF and Cyclical Growth and Income ETF portfolios and was a member of the firm’s Allocation Advisor Committee, which oversaw the exchange traded fund-focused strategies.
Prior to joining the firm’s Asset Management division, he served as a portfolio manager for A.G.
Edwards Trust Company.
Mr. Winter earned a Master of Business Administration from Saint Louis University and a Bachelor of Arts in business management from Eckerd College.
He is a CFA charter holder.
Cargos activos de Dan Winter
Empresas | Cargo | Inicio |
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Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Head-Equity Investments | 01/01/2019 |
Antiguos cargos conocidos de Dan Winter.
Empresas | Cargo | Fin |
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Gallatin Asset Management, Inc.
Gallatin Asset Management, Inc. Investment ManagersFinance Founded in 1994, Gallatin Asset Management is an investment advisor firm located in St. Louis, Missouri. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE). | Gestor de Cartera-Acciones | 31/03/2008 |
A.G. Edwards Asset Management | Gestor de Cartera-Acciones | 22/11/2005 |
Formación de Dan Winter.
Eckerd College | Undergraduate Degree |
St. Louis University | Masters Business Admin |
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Empresas privadas | 3 |
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Confluence Investment Management LLC
Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Finance |
A.G. Edwards Asset Management | Finance |
Gallatin Asset Management, Inc.
Gallatin Asset Management, Inc. Investment ManagersFinance Founded in 1994, Gallatin Asset Management is an investment advisor firm located in St. Louis, Missouri. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE). | Finance |
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