Daniel Deverich, Cfa

Daniel Deverich, Cfa Email and Phone Number

Portfolio Manager @ Bellmont Securities
Sydney, NSW, AU
Daniel Deverich, Cfa's Location
Greater Sydney Area, Australia
Daniel Deverich, Cfa's Contact Details

Daniel Deverich, Cfa work email

Daniel Deverich, Cfa personal email

n/a

Daniel Deverich, Cfa phone numbers

About Daniel Deverich, Cfa

Daniel Deverich, Cfa is a Portfolio Manager at Bellmont Securities. He possess expertise in equities, financial modeling, investments, business strategy, valuation and 9 more skills.

Daniel Deverich, Cfa's Current Company Details
Bellmont Securities

Bellmont Securities

View
Portfolio Manager
Sydney, NSW, AU
Website:
bellmontsecurities.com.au
Employees:
12
Daniel Deverich, Cfa Work Experience Details
  • Bellmont Securities
    Portfolio Manager
    Bellmont Securities
    Sydney, Nsw, Au
    View
  • Bellmont Securities
    Senior Investment Analyst
    Bellmont Securities Dec 2021 - Present
    Australia
    View
  • Hogan Family Office
    Chief Investment Officer
    Hogan Family Office Nov 2017 - Dec 2021
    Sydney, Australia
    The Hogan Group is a Family Office set up by Bruce Hogan. We manage a portfolio of global investments (mostly direct) across all asset classes for which I am responsible. With an infinite time horizon we take a long term view and have a bias towards growth assets.
  • Perpetual Limited
    Equity Research Analyst
    Perpetual Limited Jul 2015 - Oct 2017
    Sydney Area, Australia
    In my time as an analyst at Perpetual I specialised in Australian Equities. I covered several sectors including Financials, Consumer Staples and Industrials. The key day to day duties involved building stock models, industry models, on the ground research (domestic and international) with company management and industry contacts, and contributing to the management of large and small cap portfolios. Whilst the benchmarks were relative performance to ASX indicies there was a very large focus on capital preservation through the cycle. This was very much a "value investment style". The research was predominantly fundamental and bottom up. The job aslo included monthly and quarterly reporting for clients.
    View
  • Above The Index Asset Management
    Equity Analyst
    Above The Index Asset Management Apr 2011 - Jul 2015
    Sydney Area, Australia
    I was one of 7 buy-side analyst responsible for several mandates including IMA’S and SMA’s.The main strategy is an actively managed deep value strategy.I started as an assistant analyst in the resource sector covering bulk commodities.For 3 years I was responsible for the AREITs and Select Industrials in the ASX 300.The ATI approach is a collaborative approach which has required me to be familiar with all sectors in the market.
  • Bellmont Securities
    Internship- Broking
    Bellmont Securities Jan 2011 - Apr 2011
    Sydney, Australia
    Here I learnt about several markets including Equities, Futures, CFD’s and Options.My Roles Included:- Using various trading platforms to execute orders for the firm’s clients.- Recruiting clients for option strategies offered by the client advisors (included collar strategies and buy-write portfolios).- Spending time with potential clients going through their investment options.- Responsible for account opening process ranging from individual to several different types of trusts.- This role greatly allowed me to improve my communication skills with clients.
    View

Daniel Deverich, Cfa Skills

Equities Financial Modeling Investments Business Strategy Valuation Financial Markets Equity Research Investment Strategies Portfolio Management Financial Analysis Finance Asset Management Options Equity Valuation

Daniel Deverich, Cfa Education Details

Frequently Asked Questions about Daniel Deverich, Cfa

What company does Daniel Deverich, Cfa work for?

Daniel Deverich, Cfa works for Bellmont Securities

What is Daniel Deverich, Cfa's role at the current company?

Daniel Deverich, Cfa's current role is Portfolio Manager.

What is Daniel Deverich, Cfa's email address?

Daniel Deverich, Cfa's email address is dd****@****oup.com

What is Daniel Deverich, Cfa's direct phone number?

Daniel Deverich, Cfa's direct phone number is +614323*****

What schools did Daniel Deverich, Cfa attend?

Daniel Deverich, Cfa attended Cfa Institute, University Of Sydney.

What skills is Daniel Deverich, Cfa known for?

Daniel Deverich, Cfa has skills like Equities, Financial Modeling, Investments, Business Strategy, Valuation, Financial Markets, Equity Research, Investment Strategies, Portfolio Management, Financial Analysis, Finance, Asset Management.

Who are Daniel Deverich, Cfa's colleagues?

Daniel Deverich, Cfa's colleagues are Anthony Luu, Michael Gale, Stephen Karrasch, Pierre-Alexandre Dubois, Paul Reilly, Pauleen C., Peter Bell.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.