Dan Burns
Analyst-Equity chez Avalon Trust Co.
Postes actifs de Dan Burns
Sociétés | Poste | Début | Fin |
---|---|---|---|
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Analyst-Equity | 01/01/2011 | - |
Gestionnaire de Portefeuille-Actions | 01/01/2011 | - |
Historique de carrière de Dan Burns
Anciens postes connus de Dan Burns
Sociétés | Poste | Début | Fin |
---|---|---|---|
Beekman Northwest Partners LLC
Beekman Northwest Partners LLC Investment ManagersFinance Founded by Nedim Hamarat and Mary Palmer in 1984, Beekman Northwest Partners LLC is the hedge fund arm of Beekman Capital Management Ltd. They manage the Beekman Northwest Partners LP. The firm provides services for high net-worth individuals and their families, small pension and profit sharing plans and trusts. Beekman is located in Santa Fe, New Mexico. | Analyst-Equity | 31/03/2009 | 01/01/2010 |
Deloitte Touche Tohmatsu Services LLC
Deloitte Touche Tohmatsu Services LLC Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Services, Inc. provides accounting services. It offers audit, consulting, financial advisory, risk management, and tax services. The company is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Beekman Capital Management Ltd.
Beekman Capital Management Ltd. Investment ManagersFinance Founded in 1984 by Ned Hamarat, Beekman Capital Management Ltd. is an investment advisor firm located in Santa Fe, New Mexico with an additional office in New York City. The firm provides investment management services on a fully discretionary basis for individuals, corporations, pension and profit sharing plans, state and municipal government funds and endowments. The firm has a sister relationship with Beekman Northwest Partners. This entity manages funds for high net-worth individuals and their families, small pension and profit sharing plans and trusts using the research and investment management resources of Beekman Capital Management with a resultant uniform investment style. | Analyst-Equity | 01/01/2008 | - |
Formation de Dan Burns
The University of Texas at Austin | Masters Business Admin |
University of California, Davis | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Analyst-Equity | 3 |
Corporate Officer/Principal | 1 |
Masters Business Admin | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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Beekman Capital Management Ltd.
Beekman Capital Management Ltd. Investment ManagersFinance Founded in 1984 by Ned Hamarat, Beekman Capital Management Ltd. is an investment advisor firm located in Santa Fe, New Mexico with an additional office in New York City. The firm provides investment management services on a fully discretionary basis for individuals, corporations, pension and profit sharing plans, state and municipal government funds and endowments. The firm has a sister relationship with Beekman Northwest Partners. This entity manages funds for high net-worth individuals and their families, small pension and profit sharing plans and trusts using the research and investment management resources of Beekman Capital Management with a resultant uniform investment style. | Finance |
Deloitte Touche Tohmatsu Services LLC
Deloitte Touche Tohmatsu Services LLC Miscellaneous Commercial ServicesCommercial Services Deloitte Touche Tohmatsu Services, Inc. provides accounting services. It offers audit, consulting, financial advisory, risk management, and tax services. The company is headquartered in New York, NY. | Commercial Services |
Beekman Northwest Partners LLC
Beekman Northwest Partners LLC Investment ManagersFinance Founded by Nedim Hamarat and Mary Palmer in 1984, Beekman Northwest Partners LLC is the hedge fund arm of Beekman Capital Management Ltd. They manage the Beekman Northwest Partners LP. The firm provides services for high net-worth individuals and their families, small pension and profit sharing plans and trusts. Beekman is located in Santa Fe, New Mexico. | Finance |
Avalon Trust Co.
Avalon Trust Co. Investment ManagersFinance Avalon Trust Co. is an independent investment firm headquartered in Santa Fe, New Mexico. The firm was founded in 1998 and was acquired by Clearstead Advisors LLC in 2023. Avalon Trust provides investment management services to individuals and families, trusts, non-profits and foundations. | Finance |