Please complete the CAPTCHA to continue
@richardson-financial.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Daniel P. Brown, Cfa is listed as Senior Investment Management Professional * Portfolio Management * Asset Allocation at Richardson Financial, a company with 13 employees, based in Brookfield, Wisconsin, United States. AeroLeads shows a work email signal at richardson-financial.com and a matched LinkedIn profile for Daniel P. Brown, Cfa.
Daniel P. Brown, Cfa previously worked as Director of Investment Management at Richardson Financial and Investment Officer at Annex Wealth Management. Daniel P. Brown, Cfa holds Bachelor Of Business Administration (Bba), Finance from University Of Wisconsin-Milwaukee.
This section adds company-level context without repeating Daniel P. Brown, Cfa's masked contact details.
AeroLeads found 3 current-domain work email signals for Daniel P. Brown, Cfa. Compare company email patterns before reaching out.
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.
Listed skills include Portfolio Management, Equities, Investments, Quantitative Investing, and 22 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Menomonee Falls, WI
My 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.
Greater Milwaukee Area
Worked 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.
Milwaukee, WI
Led 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).
Milwaukee, WI
Reconciled client holdings held by Kemper clients at various depositories.
Quick answers generated from the profile data available on this page.
Daniel P. Brown, Cfa works for Richardson Financial.
Daniel P. Brown, Cfa is listed as Senior Investment Management Professional * Portfolio Management * Asset Allocation at Richardson Financial.
AeroLeads has found 3 work email signals at @richardson-financial.com for Daniel P. Brown, Cfa at Richardson Financial.
Daniel P. Brown, Cfa is based in Brookfield, Wisconsin, United States while working with Richardson Financial.
Daniel P. Brown, Cfa has worked for Richardson Financial, Annex Wealth Management, Bmo Global Asset Management (M&I Investment Management Corp), Kemper Securities Group, and Bank Mutual.
You can use AeroLeads to view verified contact signals for Daniel P. Brown, Cfa at Richardson Financial, including work email, phone, and LinkedIn data when available.
Daniel P. Brown, Cfa holds Bachelor Of Business Administration (Bba), Finance from University Of Wisconsin-Milwaukee.
Daniel P. Brown, Cfa is listed with skills including Portfolio Management, Equities, Investments, Quantitative Investing, Mutual Funds, Investment Strategies, Client Presentation, and Asset Allocation.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts