Dan M. Herron
Plus aucun poste en cours
Profil
Mr. Herron began his career in the investment industry in 2005 when working as a sales assistant for The Thom Group.
In 2008, he joined Wentworth, Hauser and Violich.
He currently assists in wrap trading and settlements.
Anciens postes connus de Dan M. Herron
| Sociétés | Poste | Fin |
|---|---|---|
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Trading-Equity | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
