Daniel Broad is a Investment consultant at Broadstone. Colleagues describe them as "Its a massive shame to lose Daniel as our pension investment consultant as he steps out of the industry for a while. He's been a great asset to us in giving advice on complex issues in a succinct and directive way. Great knowledge which he make relevant to the advice he gives and is always there if we need him." and "It's a pleasure working with Daniel; I appreciate his courtsey, openess and the way he embraces new ideas."
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Senior Investment ConsultantBroadstone Feb 2024 - PresentManchester Area, United Kingdom -
Independent InvestorSelf-Employed Apr 2019 - PresentBroadstone, England, United Kingdom
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Progressed From Assistant Consultant To DirectorKpmg Uk May 2006 - Mar 2019Leeds, England, United KingdomPrepared and delivered research led, independent investment advice to institutional investors such as defined benefit pension scheme trustees and sponsors. -
Investment AnalystMercer Investment Consulting Sep 2004 - Apr 2006Leeds, England, United KingdomSupported the senior consultants to formulate and deliver investment advice to institutional clients.
Daniel Broad Education Details
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Cfa InstituteCharter Awarded -
First Class (Hons)
Frequently Asked Questions about Daniel Broad
What company does Daniel Broad work for?
Daniel Broad works for Broadstone
What is Daniel Broad's role at the current company?
Daniel Broad's current role is Investment consultant.
What schools did Daniel Broad attend?
Daniel Broad attended Cfa Institute, University Of Leeds.
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