Daniel P. Brown, Cfa Email and Phone Number
Daniel P. Brown, Cfa work email
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Daniel P. Brown, Cfa personal email
I am an investment professional with 30 years of experience. My background includes managing diversified portfolios across the risk spectrum, equity mutual funds, and separate account strategies. At Richardson Financial Group we help individual and families manage their complex financial matters. We have a team of specialists that provide expert guidance in all aspects of wealth management - investment management, tax & estate planning, insurance services, and financial planning. My due diligence capabilities include research of both public and private investment strategies. I have a strong background managing both active and passive investments. I have earned my Chartered Financial Analyst (CFA) designation, which is regarded as the key certification for investment professionals, especially in the areas of research and portfolio management. Core Competencies:Diversified Portfolio ManagementDue Diligence of Public & Private InvestmentsEquity Portfolio ManagementQuantitative & Fundamental InvestingSecurity AnalysisLeadershipPortfolio OptimizationStrategic & Tactical PlanningNew/Existing Business DevelopmentMutual Fund ManagementSeparate Account ManagementMy interests outside of work include hiking, mountain biking, bird hunting with my lab, carpentry, and camping with my kids.
Richardson Financial
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Director Of Investment ManagementRichardson Financial May 2017 - PresentMenomonee Falls, WiMy responsibilities include investment research and portfolio management. In addition, I serve as a senior member of the client relationship team. I also serves as a Member of the firm’s Executive Committee and Investment Committee.In my role as Director of Investment Management, I am responsible for overseeing the management of the investment strategies utilized in client portfolios. This includes investment due diligence/selection, portfolio construction, asset allocation and rebalancing of client portfolios. My due diligence responsibilities encompass both public and private investments.
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Investment OfficerAnnex Wealth Management Oct 2013 - May 2017Greater Milwaukee AreaWorked to establish investment policy and strategy, strategic and tactical asset allocation, active manager selection, and the implementation of Annex's discretionary managed portfolios. I built asset allocation based models comprised of active mutual funds, index funds, and ETFs across the risk spectrum. As of 4/30/17, the assets under management exceeded $1.2 billion, comprising over 7,000 client portfolios. I was a key contributing member of the Investment Policy Committee that interacted closely with the firm's Financial Advisors. Frequent contributor to the WTMJ "Money Talk" & WISN "The Investment Show" weekly radio programs. -
Director/Mutual Fund ManagerBmo Global Asset Management (M&I Investment Management Corp) Oct 1992 - Apr 2013Milwaukee, WiLed the four person Custom Quantitative Solutions (CQS) team charged with managing numerous equity strategies; including Dividend Income, Tax Efficient Portfolio (TEP), Large-Cap Value, Socially Responsible Investing, and Fundamental Index. The investment team utilized a combination of quantitative tools (stock selection models and optimization methods) and fundamental analysis to build disciplined portfolios. The strategies that the team managed existed as either mutual funds, collective funds and/or separate accounts. The team also managed the trading function associated with these strategies. As of 3/31/13, the assets under management (AUM) for the strategies I led totaled $825.6 million, this included oversight of 500+ separate accounts. Led the development of all strategy presentations that were used by the sales team for client servicing, including writing monthly, quarterly & annual strategy updates.Lead Fund Manager for the BMO Dividend Income Fund (ticker: MDIVX) and Strategy from July 2004 - March 2013.Lead Manager for the BMO Tax Efficient Portfolio (TEP) Strategy from July 1998 - March 2013Lead Fund Manager for the BMO Large-Cap Value Fund (ticker: MLVIX) and Strategy from July 2004 - March 2012Lead Manager for Socially Responsible Investing (SRI) & Fundamental Index strategy from 2000 - March 2013Recognized as an inventor by the U.S. Patent office for two business method patents regarding tax efficient investing. -
Depository/Mutual Fund Reconciliation AnalystKemper Securities Group 1990 - 1992Milwaukee, WiReconciled client holdings held by Kemper clients at various depositories.
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Bank AuditorBank Mutual 1989 - 1990Milwaukee, Wi
Daniel P. Brown, Cfa Skills
Daniel P. Brown, Cfa Education Details
Frequently Asked Questions about Daniel P. Brown, Cfa
What company does Daniel P. Brown, Cfa work for?
Daniel P. Brown, Cfa works for Richardson Financial
What is Daniel P. Brown, Cfa's role at the current company?
Daniel P. Brown, Cfa's current role is Senior Investment Management Professional * Portfolio Management * Asset Allocation.
What is Daniel P. Brown, Cfa's email address?
Daniel P. Brown, Cfa's email address is db****@****lth.com
What schools did Daniel P. Brown, Cfa attend?
Daniel P. Brown, Cfa attended University Of Wisconsin-Milwaukee.
What are some of Daniel P. Brown, Cfa's interests?
Daniel P. Brown, Cfa has interest in Skiing, Tae Kwon Do Black Belt From Jk Lee, Anything Outdoors Including, Hiking, Camping, Woodworking And Carpentry, Coaching Kids Sports, Mountain Biking, Fishing.
What skills is Daniel P. Brown, Cfa known for?
Daniel P. Brown, Cfa has skills like Portfolio Management, Equities, Investments, Quantitative Investing, Mutual Funds, Investment Strategies, Client Presentation, Asset Allocation, Security Analysis, Equity Research, Leading An Investment Team, Fundamental Analysis.
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