David Daglio

David Daglio Email and Phone Number

Independent Director @ Forrest Properties
Brookline, MA, US
David Daglio's Location
Brookline, Massachusetts, United States, United States
About David Daglio

With over 25 years of experience in the financial industry, I am a seasoned leader, innovator, and problem solver. As a strategic advisor at TwinFocus, a global multifamily office, I oversee the investment strategy and portfolio construction. As an investor, I have a decade of experience as a day-to-day analyst, meeting with 1000s of management teams in public equities, a decade of experience managing risk and portfolios, from hedge funds to quantitative-derived credit funds. Now, I spend time on the private side of these same markets, which gives me a unique perspective as an investor, who sees public to private, and equity to credit across many markets.Before entering the financial industry, I designed, built, and managed one of the largest dairy plants in the country and worked as a strategic consultant for large corporations.

David Daglio's Current Company Details
Forrest Properties

Forrest Properties

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Independent Director
Brookline, MA, US
David Daglio Work Experience Details
  • Forrest Properties
    Independent Director
    Forrest Properties
    Brookline, Ma, Us
  • Twinfocus
    Strategic Advisor
    Twinfocus Oct 2023 - Present
    Boston, Ma, Us
  • Alkermes
    Non Executive Director
    Alkermes Dec 2020 - Present
    Dublin, Ie
  • Pex Health And Fitness
    Chairman Of The Board
    Pex Health And Fitness Jan 2021 - Present
  • Bc-Gumps
    Chief Executive Officer/Founder
    Bc-Gumps Nov 2021 - Oct 2023
    Boston, Ma, Us
  • Valens Research
    Advisor/Owner
    Valens Research Nov 2020 - Oct 2023
    Cambridge, Massachusetts, Us
  • The International Council On Clean Transportation
    Consultant
    The International Council On Clean Transportation Feb 2022 - Oct 2022
    Washington, District Of Columbia, Us
  • Total Brain
    Non Executive Director
    Total Brain Jan 2020 - Aug 2022
    San Francisco, Ca, Us
  • Rensselaer Polytechnic Institute
    Executive In Residence
    Rensselaer Polytechnic Institute Apr 2019 - Jun 2020
    Troy, Ny, Us
  • Mellon
    Non Executive Director
    Mellon Apr 2019 - Jan 2020
    Boston, Massachusetts, Us
  • Mellon
    Executive Vice President, Chief Investment Officer, Executive Director
    Mellon Nov 2017 - Apr 2019
    Boston, Massachusetts, Us
    Over the past two decades, David has helped design, launch and eventually manage a unique equity investing approach that drove industry-leading performance and won numerous awards. More recently, David helped architect and manage the merger of three unique companies to create the 12th largest U.S. Asset manager. In these roles, Dave has worked with institutional clients and boards around the world, managed 65+ investors and grown assets by over 5 fold. Along the way, David has analyzed over 10,000 unique companies, presented to audiences of 1000+, negotiated merger terms, designed executive compensation plans, built expert systems to blend human behavior with real-world financial inputs, led cross-functional teams that were in the hundreds, and hired for a leadership team.
  • Mellon
    Snr. Managing Director - Investment Team Lead/Hedge Fund Manager And Board Member
    Mellon Aug 2005 - Nov 2017
    Boston, Massachusetts, Us
  • Mellon
    Managing Director - Portfolio Manager And Board Member
    Mellon Jan 2003 - Aug 2005
    Boston, Massachusetts, Us
  • Mellon
    Vice President - Equity Analyst
    Mellon Jan 1998 - Jan 2003
    Boston, Massachusetts, Us
  • Bny Mellon
    Non Executive Director Of Startup Trading Platform, Bk - X
    Bny Mellon Nov 2017 - Apr 2019
    New York, Ny, Us
    Helped with the design and architecture of one of largest global trading platforms.
  • Deloitte
    Senior Consultant
    Deloitte Jul 1996 - Jan 1998
    Worldwide, Oo
  • The Dannon Company
    Plant Manager/Engineer
    The Dannon Company Jun 1989 - Aug 1994
    Paris, Fr

David Daglio Skills

Equity Research Valuation Management Consulting Investment Strategies Macroeconomics Capital Markets Strategy Equities Financial Modeling Securities Investment Management Financial Services Mutual Funds Investment Banking Alternative Investments Fixed Income Hedge Funds Asset Allocation Bloomberg Portfolio Management Investments Asset Management

David Daglio Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Master Of Business Administration (M.B.A.)
  • Rensselaer Polytechnic Institute
    Rensselaer Polytechnic Institute
    Minor In Microeconomics

Frequently Asked Questions about David Daglio

What company does David Daglio work for?

David Daglio works for Forrest Properties

What is David Daglio's role at the current company?

David Daglio's current role is Independent Director.

What is David Daglio's email address?

David Daglio's email address is da****@****mes.com

What schools did David Daglio attend?

David Daglio attended Nyu Stern School Of Business, Rensselaer Polytechnic Institute.

What skills is David Daglio known for?

David Daglio has skills like Equity Research, Valuation, Management Consulting, Investment Strategies, Macroeconomics, Capital Markets, Strategy, Equities, Financial Modeling, Securities, Investment Management, Financial Services.

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