Portfolio Manager
Current
Sep 2018 - Present
AeroLeads people directory · profile
Daniel Glenn Email & Phone Number
Portfolio Manager at Geode Capital Management
at
Geode Capital Management
1 work email found
@geodecapital.com
3 phones found area 240 and 866
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Portfolio Manager at Geode Capital Management
Location
Greater Boston, United States
Who is Daniel Glenn? Overview
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Quick answer
Daniel Glenn is listed as Portfolio Manager at Geode Capital Management at Geode Capital Management, based in Greater Boston, United States. AeroLeads shows a work email signal at geodecapital.com, phone signal with area code 240, 866, and a matched LinkedIn profile for Daniel Glenn.
Daniel Glenn previously worked as Portfolio Manager at Geode Capital Management and Associate Portfolio Manager - Global Markets at Proshares. Daniel Glenn holds Mba, Finance And Entrepreneurship from University Of Maryland.
Company email context
Email format at Geode Capital Management
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{first}.{last}@geodecapital.com
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Glenn. Compare company email patterns before reaching out.
Profile bio
About Daniel Glenn
Highly skilled Portfolio Management professional with 16 years of experience specializing in tax-optimized mutual funds and ETFs for institutional and retail investors. Expert in portfolio construction, client cash flow trading, index rebalancing, risk management, performance attribution, and especially tax-efficiency. Excellent leadership capabilities with effective oral and written communication skills. Experience presenting monthly fund performance to domestic and international clients.
Current workplace
Daniel Glenn's current company
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4 roles
Daniel Glenn work experience
A career timeline built from the work history available for this profile.
Associate Portfolio Manager - Global Markets
Responsibilities: ▪ Managed 23 ETFs with total assets over $900 million under the direction of Senior Portfolio Manager▪ Served as Economic Advisor to the Investment Policy Committee headed by the Chief Investment Officer▪ Participated in the research, development, and launch of six ProShares ETFs▪ Assisted in security selection and index creation▪ Traded equities, swaps, futures, currencies, forwards, and bondsAchievements and Value Added:▪ Established currency trading process that is now used by International desk and other desks at the firm▪ Reduced risk to all funds and ETFs by creating standardized, mandatory daily procedures▪ Actively formulated and implemented tax efficient strategies; not once paying a gains distribution in my ETFs▪ Assembled and lead a team that created a quarterly leadership and training program for all Analysts
Sep 2009 - Sep 2018
Associate
▪ Reduced counterparty credit risk by creating and monitoring collateral management process▪ Assisted in credit analysis of firms in the energy sector and reported to Portfolio Managers▪ Participated in the trading, settlement, and valuation of swaps, futures, and pools of mortgages▪ Ensured proper pricing by investigating discrepancies and issuing broker pricing challenges▪ Performed operational duties: compliance, portfolio reporting, reconciliation, and trade confirmations
Apr 2007 - Sep 2009
Intern
▪ Placed second in Summer 2005 “Define Your Market” competition▪ Finished as top overall producer of eight BYU interns; BYU team finished ranked #1 in the nation
Mar 2005 - Jan 2007
2 education records
Daniel Glenn education
Mba, Finance And Entrepreneurship
University Of Maryland
Bs, Finance
Brigham Young University
FAQ
Frequently asked questions about Daniel Glenn
Quick answers generated from the profile data available on this page.
What company does Daniel Glenn work for?
Daniel Glenn works for Geode Capital Management.
What is Daniel Glenn's role at Geode Capital Management?
Daniel Glenn is listed as Portfolio Manager at Geode Capital Management at Geode Capital Management.
What is Daniel Glenn's email address?
AeroLeads has found 1 work email signal at @geodecapital.com for Daniel Glenn at Geode Capital Management.
What is Daniel Glenn's phone number?
AeroLeads has found 3 phone signal(s) with area code 240, 866 for Daniel Glenn at Geode Capital Management.
Where is Daniel Glenn based?
Daniel Glenn is based in Greater Boston, United States while working with Geode Capital Management.
What companies has Daniel Glenn worked for?
Daniel Glenn has worked for Geode Capital Management, Proshares, Declaration Management & Research, and Northwestern Mutual.
How can I contact Daniel Glenn?
You can use AeroLeads to view verified contact signals for Daniel Glenn at Geode Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Daniel Glenn attend?
Daniel Glenn holds Mba, Finance And Entrepreneurship from University Of Maryland.
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