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Daniel Segal, Cfa Email & Phone Number
Senior Investment Manager - Wealth Management
at
Linden Thomas & Company
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✓ Verified Jun 2026
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Current company
Role
Senior Investment Manager - Wealth Management
Location
Charlotte, North Carolina, United States
Company size
Who is Daniel Segal, Cfa? Overview
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Quick answer
Daniel Segal, Cfa is listed as Senior Investment Manager - Wealth Management at Linden Thomas & Company, a company with 25 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Daniel Segal, Cfa.
Daniel Segal, Cfa previously worked as Portfolio Manager, Equities at Linden Thomas & Company and VP, Systematic Equity Portfolio Management at Hartford Investment Management Co. (Himco). Daniel Segal, Cfa holds Bs, Business Administration from Bryant University.
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Linden Thomas & Company
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Profile bio
About Daniel Segal, Cfa
Systematic Equities Portfolio Manager specializing in quantitative investment methodologies
Listed skills include Equities, Derivatives, Portfolio Management, Investments, and 17 others.
Current workplace
Daniel Segal, Cfa's current company
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Linden Thomas & Company
8 roles
Daniel Segal, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager, Equities
CurrentDevelopment and management of proprietary equity strategies. Includes factor research and backtesting. Monitoring and trading of existing client portfolios and firm indexes. Creation and distribution of industry-related articles and white papers.
Jun 2024 - Present
Vp, Systematic Equity Portfolio Management
I am a portfolio manager and implementation specialist, managing assets for both our parent company as well as several third-party clients. My team employs a suite of proprietary applications, all developed in-house, using a combination of multiple market data sources (primarily CompuStat and IBES), enterprise database resources, middle-tier database.
Dec 2019 - Mar 2024
Avp, Quantitative Research
Quantitative Equity Research and Assistant Portfolio Manager supporting the Systematic Equity PlatformIntegrated an adjunct research database into our existing Equity Management PlatformProvided database programming and reporting
Oct 2017 - Dec 2019
Avp, Passive Equities Portfolio Management
Co-managed billions of AUM on a passive index equity platform using full replication (with rules)Platform included both domestic and global strategies. Some global strategies were currency-hedgedTraded daily cash flows using a combination of futures contracts and Index ETF'sApplied FX hedges (spot and futures) to some of the international.
Jun 2015 - Sep 2017
Director, Public Sectors Relationship Management
Liasioned between the Public Sector Managers and the HIMCO Technology team. Provided Business Analysis functionality to translate esoteric business requirements into functional specification documents that could subsequently be converted into technical specification documents. Required deep industry knowledge of a multitude of public asset classes.
Apr 2012 - May 2015
Director, Front Office Applications
Led the development of a fully automated equity portfolio management system. System grew into a comprehensive portfolio management and order-processing suite that set the standard for application development. Recruited star technology personnel to build a dream team of talented, motivated professionals. Completed this challenging task under budget and.
Jan 2006 - Mar 2012
Manager Of Application Development
Quant Equity, Risk ManagementLed a team of technology professionals supporting the retail and institutional equity portfolio management business areas. Provided innovative application design ideas. Served as chief coder of middle-tier business logic.Transformed a disparate collection of one-off portfolio management tools into a consistent, structured.
May 2002 - Jan 2006
Team & coworkers
Colleagues at Linden Thomas & Company
Other employees you can reach at lindenthomas.com. View company contacts for 25 employees →
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Alyssa Burtis
Colleague at Linden Thomas & CompanyUnited States, United States
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Lauren Robinson
Colleague at Linden Thomas & CompanyMatthews, North Carolina, United States, United States
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Grant Giesler
Colleague at Linden Thomas & CompanyConcord, North Carolina, United States, United States
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Linden Thomas
Colleague at Linden Thomas & CompanyCharlotte, North Carolina, United States, United States
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Indexperts Advisors
Colleague at Linden Thomas & CompanyCharlotte Metro, United States
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Buddy Craft
Colleague at Linden Thomas & CompanyCharlotte, North Carolina, United States, United States
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Vincent Lograsso
Colleague at Linden Thomas & CompanyCharlotte Metro, United States
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LR
Laura Reinert
Colleague at Linden Thomas & CompanyCharlotte, North Carolina, United States, United States
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Alyssa Burtis
Colleague at Linden Thomas & CompanyUnited States, United States
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LR
Lauren Robinson
Colleague at Linden Thomas & CompanyMatthews, North Carolina, United States, United States
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GG
Grant Giesler
Colleague at Linden Thomas & CompanyConcord, North Carolina, United States, United States
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LT
Linden Thomas
Colleague at Linden Thomas & CompanyCharlotte, North Carolina, United States, United States
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IA
Indexperts Advisors
Colleague at Linden Thomas & CompanyCharlotte Metro, United States
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BC
Buddy Craft
Colleague at Linden Thomas & CompanyCharlotte, North Carolina, United States, United States
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VL
Vincent Lograsso
Colleague at Linden Thomas & CompanyCharlotte Metro, United States
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LR
Laura Reinert
Colleague at Linden Thomas & CompanyCharlotte, North Carolina, United States, United States
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3 education records
Daniel Segal, Cfa education
Bs, Business Administration
Business
Mathematics
FAQ
Frequently asked questions about Daniel Segal, Cfa
Quick answers generated from the profile data available on this page.
What company does Daniel Segal, Cfa work for?
Daniel Segal, Cfa works for Linden Thomas & Company.
What is Daniel Segal, Cfa's role at Linden Thomas & Company?
Daniel Segal, Cfa is listed as Senior Investment Manager - Wealth Management at Linden Thomas & Company.
Where is Daniel Segal, Cfa based?
Daniel Segal, Cfa is based in Charlotte, North Carolina, United States while working with Linden Thomas & Company.
What companies has Daniel Segal, Cfa worked for?
Daniel Segal, Cfa has worked for Linden Thomas & Company, Hartford Investment Management Co. (Himco), and Voya Investment Management.
Who are Daniel Segal, Cfa's colleagues at Linden Thomas & Company?
Daniel Segal, Cfa's colleagues at Linden Thomas & Company include Alyssa Burtis, Lauren Robinson, Grant Giesler, Linden Thomas, and Indexperts Advisors.
How can I contact Daniel Segal, Cfa?
You can use AeroLeads to view verified contact signals for Daniel Segal, Cfa at Linden Thomas & Company, including work email, phone, and LinkedIn data when available.
What schools did Daniel Segal, Cfa attend?
Daniel Segal, Cfa holds Bs, Business Administration from Bryant University.
What skills is Daniel Segal, Cfa known for?
Daniel Segal, Cfa is listed with skills including Equities, Derivatives, Portfolio Management, Investments, Risk Management, Valuation, Business Analysis, and Microsoft Sql Server.
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