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Daniel Hepp Email & Phone Number
Senior Portfolio Manager
at
TIAA
2 work emails found
@umb.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager
Location
United States
Company size
Who is Daniel Hepp? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Hepp is listed as Senior Portfolio Manager at TIAA, a with 3442 employees, based in United States. AeroLeads shows a work email signal at umb.com and a matched LinkedIn profile for Daniel Hepp.
Daniel Hepp previously worked as Senior Portfolio Manager at Umb Bank and VP-Portfolio Manager II at Umb Bank. Daniel Hepp holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Mckendree University.
Company email context
Email format at TIAA
This section adds company-level context without repeating Daniel Hepp's masked contact details.
{first}.{last}@umb.com
92% confidence
AeroLeads found 2 current-domain work email signals for Daniel Hepp. Compare company email patterns before reaching out.
Profile bio
About Daniel Hepp
Experienced Senior Vice President with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Equity Research, Asset Management, Equities, and Investment Strategies. Strong finance professional with a Master of Business Administration (M.B.A.) focused in Business Administration and Management, General from McKendree University.
Listed skills include Investments, Alternative Investments, Financial Planning, Strategic Planning, and 17 others.
Current workplace
Daniel Hepp's current company
Company context helps verify the profile and gives searchers a useful next step.
Tiaa
7 roles
Daniel Hepp work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Vp-Portfolio Manager Ii
Apr 2018 - Jun 2021
Avp-Portfolio Manager Ii
May 2016 - Apr 2018
Equity Research Analyst
-Analyze balance sheet assets and liabilities, including pensions-Construct economic profit models focusing on ROIC to establish an intrinsic value-Circulate in-depth analysis of financials during earnings season to portfolio managers-Provide idea generation and performance monitoring for a $2B proprietary global strategy-Update valuation metrics relative to competitors and sectors
Apr 2014 - May 2016
Portfolio Manager Associate
-Accompany PM to client meetings to discuss capital market developments and account performance-Re-balance portfolios due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, investment recommendation implementation- deployment of cash liquidation of portfolios -Create asset allocation studies utilizing data collected in client profiling process; verify/test key assumptions and constraints; confirm with PM-Ensure knowledge of entire investment solution suite; recommend investment solutions to PM for client use based upon clients' needs and constraints -Monitor/facilitate account set up resulting in error free account set up process; ensure timely account set up and investment of funds
Oct 2010 - May 2016
Investment Advisor Representative
R. T. Jones Capital Equities Management, Inc.
-Communicated routinely with plan sponsors and plan participants regarding managed accounts-Evaluated and challenged fund criteria and re-optimization strategies -Demonstrated a vast understanding of financial markets-Served as an Investment Committee member
Apr 2009 - Oct 2010
Team & coworkers
Colleagues at TIAA
Other employees you can reach at umb.com. View company contacts for 3442 employees →
MR
Melonie Rojas
Colleague at TiaaKansas City, Missouri, United States
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EG
Emily Garcia
Colleague at TiaaOak Grove, Missouri, United States
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DM
Diana Mcclintock
Colleague at TiaaFestus, Missouri, United States
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NH
Nick Howe
Colleague at TiaaDenver Metropolitan Area, United States
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CS
Carol Snyder-Delgado
Colleague at TiaaMission, Kansas, United States
View →
SP
Scott Pagel
Colleague at TiaaMilwaukee, Wisconsin, United States
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BH
Bruce Hoisington
Colleague at TiaaOlathe, Kansas, United States
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SF
Shazia Flores
Colleague at TiaaHouston, Texas, United States
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HL
Heather Lott
Colleague at TiaaGreater Phoenix Area, United States
View →
MW
Melissa Womack-Tate
Colleague at TiaaKansas City, Missouri, United States
View →
Melonie Rojas
Colleague at TiaaKansas City, Missouri, United States
View →
EG
Emily Garcia
Colleague at TiaaOak Grove, Missouri, United States
View →
DM
Diana Mcclintock
Colleague at TiaaFestus, Missouri, United States
View →
NH
Nick Howe
Colleague at TiaaDenver Metropolitan Area, United States
View →
CS
Carol Snyder-Delgado
Colleague at TiaaMission, Kansas, United States
View →
SP
Scott Pagel
Colleague at TiaaMilwaukee, Wisconsin, United States
View →
BH
Bruce Hoisington
Colleague at TiaaOlathe, Kansas, United States
View →
SF
Shazia Flores
Colleague at TiaaHouston, Texas, United States
View →
HL
Heather Lott
Colleague at TiaaGreater Phoenix Area, United States
View →
MW
Melissa Womack-Tate
Colleague at TiaaKansas City, Missouri, United States
View →
2 education records
Daniel Hepp education
Master Of Business Administration (M.B.A.), Business Administration And Management, General
Bachelor Of Science In Business Administration, Finance And Economics
FAQ
Frequently asked questions about Daniel Hepp
Quick answers generated from the profile data available on this page.
What company does Daniel Hepp work for?
Daniel Hepp works for TIAA.
What is Daniel Hepp's role at TIAA?
Daniel Hepp is listed as Senior Portfolio Manager at TIAA.
What is Daniel Hepp's email address?
AeroLeads has found 2 work email signals at @umb.com for Daniel Hepp at TIAA.
Where is Daniel Hepp based?
Daniel Hepp is based in United States while working with TIAA.
What companies has Daniel Hepp worked for?
Daniel Hepp has worked for Tiaa, Umb Bank, U.S. Trust, and R. T. Jones Capital Equities Management, Inc..
Who are Daniel Hepp's colleagues at TIAA?
Daniel Hepp's colleagues at TIAA include Melonie Rojas, Emily Garcia, Diana Mcclintock, Nick Howe, and Carol Snyder-Delgado.
How can I contact Daniel Hepp?
You can use AeroLeads to view verified contact signals for Daniel Hepp at TIAA, including work email, phone, and LinkedIn data when available.
What schools did Daniel Hepp attend?
Daniel Hepp holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Mckendree University.
What skills is Daniel Hepp known for?
Daniel Hepp is listed with skills including Investments, Alternative Investments, Financial Planning, Strategic Planning, Mutual Funds, Wealth Management, Equity Research, and Portfolio Management.
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