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Dan Cassell
Membre du Comité d'Investissement chez Baker Avenue Asset Management LP
Profil
Mr. Daniel J.
Cassell, CFA, is a Portfolio Manager at Baker Avenue Asset Management LP.
He is a Senior Portfolio Strategist at BakerAvenue and serves on the investment and financial planning committees.
He has responsibility for investment strategies, implementations, tax and estate planning, as well as multigenerational/dynasty requisites that materialize across our client base.
Prior to joining BakerAvenue, Mr. Cassell was a Portfolio Associate at Bingham, Osborn and Scarborough, LLC.
He graduated from Santa Clara University with a B.S.
in Finance.
Postes actifs de Dan Cassell
Sociétés | Poste | Début |
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Baker Avenue Asset Management LP
![]() Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Membre du Comité d'Investissement | 01/07/2015 |
Anciens postes connus de Dan Cassell
Sociétés | Poste | Fin |
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Bingham, Osborn & Scarborough LLC
![]() Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Corporate Officer/Principal | - |
Formation de Dan Cassell
Santa Clara University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Entreprise privées | 2 |
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Baker Avenue Asset Management LP
![]() Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions. | Finance |
Bingham, Osborn & Scarborough LLC
![]() Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |