Dan Duca
Gestionnaire de Portefeuille-Actions chez L. J. Altfest & Co., Inc.
Profil
Mr. Daniel J.
Duca is a Managing Advisor at L.
J.
Altfest & Co., Inc. He leads a team of advisors who help clients achieve their financial objectives through comprehensive investment management and financial planning.
He also works with many clients on all aspects of services provided by the firm.
He is a member of the firm's Executive Wealth Management Group and has a specialty in executive compensation, including stock options and deferred compensation.
Prior to joining L.
J.
Altfest & Co in 2013, Mr. Duca started his wealth management career in 2007 at AMG National Trust Bank, where he was involved in cash-flow, tax and retirement planning for high-net-worth clients.
He graduated from Villanova University with a BS in Business Administration with a concentration in finance.
Postes actifs de Dan Duca
| Sociétés | Poste | Début |
|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Dan Duca
| Sociétés | Poste | Fin |
|---|---|---|
AMG National Trust Bank
 AMG National Trust Bank Investment ManagersFinance AMG National Trust Bank (AMG) is a privately-held, national trust bank headquartered in Greenwood Village, Colorado. The firm was founded in 1972 as a division of private investment bank and later evolved into a separate corporation. They are a subsidiary of AMG National Corp. AMG provides investment management solutions to executives, business owners, high net worth individuals, and institutions. | Corporate Officer/Principal | 31/12/2012 |
Formation de Dan Duca
| Villanova University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Finance |
AMG National Trust Bank
AMG National Trust Bank Investment ManagersFinance AMG National Trust Bank (AMG) is a privately-held, national trust bank headquartered in Greenwood Village, Colorado. The firm was founded in 1972 as a division of private investment bank and later evolved into a separate corporation. They are a subsidiary of AMG National Corp. AMG provides investment management solutions to executives, business owners, high net worth individuals, and institutions. | Finance |
