Chief Investment Officer
Current
Jul 2024 - Present
AeroLeads people directory · profile
Daniel Mullarkey Email & Phone Number
Asset Allocator and Investment Strategist
at
Sun Family Foundation
1 work email found
@sunfamilyfoundation.org
2 phones found area 949
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Asset Allocator and Investment Strategist
Location
Fountain Valley, California, United States
Company size
Who is Daniel Mullarkey? Overview
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Quick answer
Daniel Mullarkey is listed as Asset Allocator and Investment Strategist at Sun Family Foundation, a with 3 employees, based in Fountain Valley, California, United States. AeroLeads shows a work email signal at sunfamilyfoundation.org, phone signal with area code 949, and a matched LinkedIn profile for Daniel Mullarkey.
Daniel Mullarkey previously worked as Chief Investment Officer at Sun Family Foundation and Director, Investments at Sun Family Foundation. Daniel Mullarkey holds Master Of Business Administration - Mba from Ucla Anderson School Of Management.
Company email context
Email format at Sun Family Foundation
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{first}@sunfamilyfoundation.org
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AeroLeads found 1 current-domain work email signal for Daniel Mullarkey. Compare company email patterns before reaching out.
Profile bio
About Daniel Mullarkey
Specialties: Asset allocation modeling and portfolio optimization, statistical investment analysis, attribution analysis, relationship management, explaining and presenting investment research to clients, qualitative investment due diligence
Listed skills include Asset Allocation, Investments, Investment Strategies, Due Diligence, and 10 others.
Current workplace
Daniel Mullarkey's current company
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Sun Family Foundation
6 roles
Daniel Mullarkey work experience
A career timeline built from the work history available for this profile.
Director, Investments
Current
Apr 2017 - Present
Director, Investment Strategy
As Director of Investment Strategy at the Chamberlain group, my responsibilities start with analyzing the current investment landscape and identifying best in breed strategies for our clients. Additionally I manage Chamberlain's investment committee which makes top down, asset allocation decisions to best met our clients specific goals.
Nov 2015 - Apr 2017
Director, Investment Research
As Director of Investment Research, my responsibilities including analyzing a broad ranges of investment strategies using a proprietary quantitative and qualitative process that I helped to create. Additionally I acted as a liaison for the investment team with 20 or so of our elite level clients with assets ranging from $50M to $1B in AUM to explain our investment recommendations and review the research that built up to that recommendation. I acted in a similar fashion with our sale team to explain our due diligence process to prospective clients.
Nov 2007 - Nov 2015
Senior Analyst
Jul 2005 - Nov 2007
Assistant Vice President, Private Client Services
Research analyst for the high net worth department. Responsibilities included allocation modeling for high net worth clients, investment strategy analysis and comparison, economic charting, assisting in RFP process and creating client presentations.
Aug 2003 - Jul 2005
Team & coworkers
Colleagues at Sun Family Foundation
Other employees you can reach at sunfamilyfoundation.org. View company contacts for 3 employees →
2 education records
Daniel Mullarkey education
Master Of Business Administration - Mba
Ba, Business/Economics, Philosophy
FAQ
Frequently asked questions about Daniel Mullarkey
Quick answers generated from the profile data available on this page.
What company does Daniel Mullarkey work for?
Daniel Mullarkey works for Sun Family Foundation.
What is Daniel Mullarkey's role at Sun Family Foundation?
Daniel Mullarkey is listed as Asset Allocator and Investment Strategist at Sun Family Foundation.
What is Daniel Mullarkey's email address?
AeroLeads has found 1 work email signal at @sunfamilyfoundation.org for Daniel Mullarkey at Sun Family Foundation.
What is Daniel Mullarkey's phone number?
AeroLeads has found 2 phone signal(s) with area code 949 for Daniel Mullarkey at Sun Family Foundation.
Where is Daniel Mullarkey based?
Daniel Mullarkey is based in Fountain Valley, California, United States while working with Sun Family Foundation.
What companies has Daniel Mullarkey worked for?
Daniel Mullarkey has worked for Sun Family Foundation, Chamberlain Group, Nfp Retirement, Nfp Retirement Division, and Trust Company Of The West.
Who are Daniel Mullarkey's colleagues at Sun Family Foundation?
Daniel Mullarkey's colleagues at Sun Family Foundation include Joanna Kong, Yogesh Sareen, and Yogesh Sareen.
How can I contact Daniel Mullarkey?
You can use AeroLeads to view verified contact signals for Daniel Mullarkey at Sun Family Foundation, including work email, phone, and LinkedIn data when available.
What schools did Daniel Mullarkey attend?
Daniel Mullarkey holds Master Of Business Administration - Mba from Ucla Anderson School Of Management.
What skills is Daniel Mullarkey known for?
Daniel Mullarkey is listed with skills including Asset Allocation, Investments, Investment Strategies, Due Diligence, Asset Management, Mutual Funds, Portfolio Management, and Valuation.
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