Dan Solomon
Gestionnaire de Portefeuille-Actions chez Milestone Investment Counsel, Inc.
Profil
Mr. Daniel A.
Solomon, CFA MBA, is a Portfolio Manager at Milestone Investment Counsel, Inc. He has over 10 years’ experience in the investment industry.
Prior to joining Milestone in November 2017, Mr. Solomon was a Portfolio Advisor and Financial Planner for high net worth families and private foundations at a Toronto-based family office firm.
Earlier in his career, he was an Investment Research Analyst at DundeeWealth and later covered the Canadian Diversified Financials sector for Scotiabank, Global Banking and Markets.
He received his undergraduate degree from McGill University and an MBA from Rotman School of Management.
Postes actifs de Dan Solomon
| Sociétés | Poste | Début |
|---|---|---|
Milestone Investment Counsel, Inc.
 Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families. | Gestionnaire de Portefeuille-Actions | 01/11/2017 |
Formation de Dan Solomon
| McGill University | Undergraduate Degree |
| Rotman School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Milestone Investment Counsel, Inc.
Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families. | Finance |
