Dan Eye, Cfa Email & Phone Number

Harrisburg, Pa, Us

Harrisburg, Pennsylvania, United States

Dan is responsible for Fort Pitt’s overall investment style and strategy. He provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and collaborates with other investment team members to formulate the overall economic view of the firm.

Harrisburg, Pennsylvania Area

Harrisburg, Pennsylvania Area

-Coordinate strategic and tactical decision making, analysis, research and the implementation and monitoring of the firm's investment decisions and processes-Provide overall guidance of the firm's investment management processes, including ongoing evaluation of the firm's comprehensive investment strategies -Evaluate, review and monitor asset allocation, security selection, trading and other investment decisions-Coordinate and supervise the analysis, selection and… Show more -Coordinate strategic and tactical decision making, analysis, research and the implementation and monitoring of the firm's investment decisions and processes-Provide overall guidance of the firm's investment management processes, including ongoing evaluation of the firm's comprehensive investment strategies -Evaluate, review and monitor asset allocation, security selection, trading and other investment decisions-Coordinate and supervise the analysis, selection and monitoring of portfolio investments including equities, fixed income, mutual funds/ETFs and alternative investment vehicles Show less

Berwyn, Pa

-Constructed, implemented and managed customized portfolios for ultra-high net worth families-Developed detailed asset allocation strategies and investment policy statements in direct collaboration with clients-Worked within a team environment to manage clients’ holistic balance sheets -Implemented tactical portfolio shifts and portfolio rebalancing by executing trades across multiple trading desks and custody platforms-Designed, analyzed and continually… Show more -Constructed, implemented and managed customized portfolios for ultra-high net worth families-Developed detailed asset allocation strategies and investment policy statements in direct collaboration with clients-Worked within a team environment to manage clients’ holistic balance sheets -Implemented tactical portfolio shifts and portfolio rebalancing by executing trades across multiple trading desks and custody platforms-Designed, analyzed and continually maintained asset allocation models for implementation across client portfolios-Collaborated with a team of research analysts on the manager due diligence and selection process for both traditional and alternative asset classes-Evaluated and presented formal recommendations for client sourced investment opportunities – including – private equity, hedge funds, private companies, individual stocks and bonds as well as traditional managers-Formulated, recommended and executed customized strategies for concentrated stock and option positions-Interacted directly with the Investment Committee in researching and presenting investment ideas and tactical portfolio shifts-Presented quarterly performance reviews to clients, discussing the macro environment, market views, asset class decisions and overall portfolio positioning Show less

Greater Philadelphia Area

-Worked within a team environment on an active brokerage desk; trading equities, options, fixed income, foreign currency, mutual funds, exchange traded funds, structured notes and other OTC derivative products-Actively managed discretionary portfolios for high net worth individuals-Implemented extensive asset allocation reviews and offered tailored solutions based on client specific investment objectives-Evaluated and utilized third party mutual funds and separate… Show more -Worked within a team environment on an active brokerage desk; trading equities, options, fixed income, foreign currency, mutual funds, exchange traded funds, structured notes and other OTC derivative products-Actively managed discretionary portfolios for high net worth individuals-Implemented extensive asset allocation reviews and offered tailored solutions based on client specific investment objectives-Evaluated and utilized third party mutual funds and separate account strategies for client portfolios-Presented semi-annual performance reviews to clients which included an overview of asset allocation, recent portfolio shifts, manager performance and attribution analysis-Managed all aspects of new issue (equity, fixed income and structured products) offering process, including client marketing, suitability analysis, and documentation compliance-Analyzed and positioned hedge funds and private equity offerings to clients based on client specific needs-Collaborated with internal solutions teams to provide clients with wealth advisory, trust and estate services, and credit advice and solutions when appropriate Show less

Newark, De

-Acted as primary point of contact for all service related needs of Private Banking clients within the Philadelphia region-Researched and resolved client inquiries and issues through effective interaction with clients, advisors, product partners, and other staff in a timely and professional manner