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Daniel F Bednarczyk is listed as Portfolio Manager at D.L. Carlson Investment Group, Inc. at D.L. Carlson Investment Group, Inc., based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at msn.com and a matched LinkedIn profile for Daniel F Bednarczyk.
Daniel F Bednarczyk previously worked as Portfolio Manager at D.L. Carlson Investment Group, Inc. and Assistant Vice President, Investment Officer at The Savings Bank Mutual Life Insurance Company Of Massachusetts. Daniel F Bednarczyk holds Master Of Business Administration (M.B.A.) from Suffolk University - Sawyer Business School.
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AeroLeads found 1 current-domain work email signal for Daniel F Bednarczyk. Compare company email patterns before reaching out.
Experienced in: Capital and Portfolio Management ▪ Client Relations ▪ Credit Analysis ▪ Research ▪ Trading Fixed Income Portfolio Manager with responsibility in the management of institutional and high net worth portfolios. Analytical professional with experience in credit and financial analysis, trading and asset management duties. Demonstrated presentation and project management skills. Experienced in both a client-facing role and in the interaction with consultants and external advisors. Proven ability in:• Providing macroeconomic and market analysis forecasting developing trends• Analyzing financial reporting and sector demographics while formulating concise credit relevant evaluations• Presenting to clients and investment consultants on market and portfolio performance• Drafting detailed analysis for quarterly and annual performance reviews• Establishing and maintaining relationships with analytic providers and broker-dealers• Leading internal initiatives to optimize workflow and enhance fiduciary performance
Listed skills include Portfolio Management, Fixed Income, Asset Management, Investment Strategies, and 25 others.
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Concord, New Hampshire, US
Fixed Income Portfolio Manager with oversight of $180 million in managed assets across 375 balanced portfolios on behalf of both institutional and high net worth clients. Create individual portfolio ladders for all clients with a blend of individual securities and passively managed investment funds. Proactively research potential relative value.
Woburn, MA, US
Experienced Investment Officer with active participation in the strategic oversight of $3 billion in managed assets. Researched relative value investment opportunities within and across both industry groups and market sectors for inclusion in a capital asset portfolio. Performed quantitative credit analysis on potential liability-driven investment.
Boston, MA, US
Established Fixed Income Trader who conducted structural evaluations for $300 million in separately managed portfolios. Initiated adjustments to investment programs to enhance total return performance. Researched the selection of credit investments for relative value bid and offer transactions. Performed trade execution of fixed income securities at market.
Boston, MA, US
Acted as a liaison between investment manager and custodial banks. Ensured cash flows and securities transactions settled accurately and in a timely fashion. Reconciled custodial statements to client accounts. Issued client reports on a monthly, quarterly and annual basis.
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Daniel F Bednarczyk works for D.L. Carlson Investment Group, Inc..
Daniel F Bednarczyk is listed as Portfolio Manager at D.L. Carlson Investment Group, Inc. at D.L. Carlson Investment Group, Inc..
AeroLeads has found 1 work email signal at @msn.com for Daniel F Bednarczyk at D.L. Carlson Investment Group, Inc..
Daniel F Bednarczyk is based in Boston, Massachusetts, United States while working with D.L. Carlson Investment Group, Inc..
Daniel F Bednarczyk has worked for D.L. Carlson Investment Group, Inc., The Savings Bank Mutual Life Insurance Company Of Massachusetts, Essex Investment Management Company, Llc, Boston Safe Deposit & Trust Company, and Investors Bank & Trust Company.
You can use AeroLeads to view verified contact signals for Daniel F Bednarczyk at D.L. Carlson Investment Group, Inc., including work email, phone, and LinkedIn data when available.
Daniel F Bednarczyk holds Master Of Business Administration (M.B.A.) from Suffolk University - Sawyer Business School.
Daniel F Bednarczyk is listed with skills including Portfolio Management, Fixed Income, Asset Management, Investment Strategies, Bloomberg, Trading, Investments, and Financial Analysis.
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