Adventurous, passionate, dedicated, experienced, grounded, pragmatic and thankful.
Bott Group At Merrill Lynch
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Lead Partner Of Bott GroupBott Group At Merrill Lynch May 2009 - PresentScottsdale, ArizonaProviding Fee Based Investment Management Consulting, OCIO and Advisory Services to Institutions, Retirement Plans, Foundation & Endowments and High Net Worth Clients. Professionally teamed other senior advisors with diverse experience and backed up by his nephew for past 35 years the Bott Group is based in Scottsdale, Arizona providing services to client's nationally. Office phone contact: 480-513-6738 Email contact: daniel_bottsr@ml.com
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Formerly Chairman Of The Board And Currently Vice ChairAma Foundation Apr 2014 - PresentMuncie, IndianaThe AMA Foundation exists to inspire the financial support of the Academy of Model Aeronautics, founded in 1936 the AMA is the largest organization of its kind representing over 200,000 active members engaged in aeromodeling, a hobby, sport and scientific pursuit, as a legitimate and necessary component of the full aviation continuum, contributing significantly to the betterment of American society. The AMA is the only organization in the USA that meets the congressional-recognized community-based organization (CBO)that represents the aeromodeler community at the government level. The AMA Foundation was established in 2013 to serve as a supporting organization that conducts fundraising and grant funds exclusively for and on behalf of the Academy of Model Aeronautics. Dan became one of the Foundations original board members and was voted as Chairman of the Board in April of 2017.
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Certified Investment Management Consultant (Cimc)Career Investment Management Consultant Mar 1975 - PresentHas continuously performed the professional services of an investment management consultant since first registered at Kidder Peabody in July 1975. In 1987 was Co-founder of the Investment Management Consultants Association (IMCA) and later Founded the Institute for Investment Management Consultants (IIMC) creating both the CIMA and CIMC designations, once those programs launched Dan became the first Certified Investment Management Consultant "CIMC" in the world. The two organizations later merged to become the largest membership organization representing professional investment management consultants with membership exceeding over 10,000. After creating the initial managed money program at Dean Witter in the mid 80's Dan went back into client consulting at E.F. Hutton which later became Salomon Smith Barney. Dan's entire professional career has been seamless as an investment management consultant. During this period Dan published two books on the subject, the first published by Dow Jones Irwin titled: The Wrap Account Investment Advisor" in 1993 and the second published in 2007 noted as the most comprehensive book on the subject titled: "The Art and Science of Investment Management Consulting" used as a text book and a primary reference guide for fiduciaries over a decade before the DOL Fiduciary Rule going into effect.
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Team ManagerBott Motorsports Dec 2002 - Dec 2014Carefree, ArizonaFamily operated sportsman/semi pro drag racing team. Toured country representing sponsors products and competing for points, race purse and contingency winnings. Our championship year website is www.bottmotorsports.com We won a number of NHRA Wally's with two of those wins in the inaugural races of new formed classes of competition and in 2008 we dominated the season clinching a championship 2/3 into the season with six straight wins. After a decade of racing our business and professional duties required us to put the race program into retirement.
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Managing DirectorBott & Associates Of Wachovia Securities May 2001 - May 2009Scottsdale, Arizona, United StatesManaging Director of Bott & Associates providing investment management consulting services to corporate retirement plans, foundations and endowments and high net worth individuals. Services included independent investment manager searchs, performance evaludation reporting and tactical asset allocations recommendations. Practice is primary fee based.
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Senior Vice President Consutling Group DirectorSalomon Smith Barney Mar 1987 - May 2001Institutional Investment Management Consultant to institutional retirement plans, foundations and endowments, unions and high net worth individuals. Provided independent investment manager searches, performance evalution reports, asset allocation studies. Was part of the original 12 consutling group directors which grew to 50 nationally. Client consulting engagements asset base was well over 1 billion. -
Founder And Chairman EmeritusInstitute For Investment Management Consultants Sep 1986 - Mar 1994Founded and lead an international not for profit educational organization to enhance the knowledge and professionalism of professional investment management consultants. Created the first advisory board and body of knowledge which evolved into a national roll out of the Certified Investment Management Consultant "CIMC" education and designation program. The organization in 2002 merged into The Investment Management Consutlants Association which was co-founded by Dan Bott in 1985. Created the initial CIMA designation and granted transfer of the designation to IMCA for it's future development as a professional education program. IMCA and IIMC later merged together in 2002 to become the largest professional not for profit association in the world representing the investment management consultant.
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Vice President Of MarketingMorgan Stanley Dean Witter Apr 1985 - Jun 1986Was product manager who created the initial department for the firms entry into investment management consulting and managed account product delivery system. -
Vice PresidentKidder Peabody Mar 1975 - Apr 1985Started financial services career at KP in Newport Beach. Initially worked with research and high net worth clients which evolved into the early stages of creating a team of experienced consultants specializing in investment management consulting to retirement plans, foundations and endowments and ultra high net worth investors. -
Public Affairs Officer As A Lieutenant In The Naval Air ReserveU.S. Navy Reserve Sep 1978 - Aug 1984North Island San Diego And Miramar NasLiaison between the US Naval Air and the media primarily in Southern California and Hollywood.
Daniel Bott Sr. Cimc Education Details
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Institute For Investment Management ConsultantsInvestment Management -
Communications/Marketing -
Journalism
Frequently Asked Questions about Daniel Bott Sr. Cimc
What company does Daniel Bott Sr. Cimc work for?
Daniel Bott Sr. Cimc works for Bott Group At Merrill Lynch
What is Daniel Bott Sr. Cimc's role at the current company?
Daniel Bott Sr. Cimc's current role is Bott Group.
What schools did Daniel Bott Sr. Cimc attend?
Daniel Bott Sr. Cimc attended Institute For Investment Management Consultants, California State University-Fullerton, Cerritos College.
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