Dan Tortola
Directeur en chef des Investissements chez Boston Research & Management, Inc.
Profil
Mr. Daniel F.
Tortola, CFA MBA, is Chief Investment Officer at Boston Research & Management, Inc. He joined Boston Research and Management in 2007.
While his primary responsibility is equity research and analysis, he is also instrumental in portfolio management, asset allocation and trading operations.
Mr. Tortola worked in Global Operations Services at Putnam Investments for four years.
He received a B.A.
in Economics at the College of the Holy Cross in Worcester, MA in 2001 and an MBA with a concentration in Finance from Boston College in 2007.
He earned the right to use the Chartered Financial Analyst designation in June 2011 and is an active member of the CFA Institute.
Postes actifs de Dan Tortola
| Sociétés | Poste | Début |
|---|---|---|
Boston Research & Management, Inc.
 Boston Research & Management, Inc. Investment ManagersFinance Boston Research & Management, Inc. (BRM) is an independent registered investment advisor headquartered in Manchester, Massachusetts. The firm was founded by Raymond J. Stecker, Jr. and Steven M. Graziano in 1991. BRM provides investment advisory services for individuals, high net-worth individuals, trusts, estates, retirements plans, charitable organizations and other business entities. | Directeur en chef des Investissements | 01/01/2007 |
Anciens postes connus de Dan Tortola
| Sociétés | Poste | Fin |
|---|---|---|
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Corporate Officer/Principal | 31/12/2004 |
Formation de Dan Tortola
| Boston College | Masters Business Admin |
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Boston Research & Management, Inc.
Boston Research & Management, Inc. Investment ManagersFinance Boston Research & Management, Inc. (BRM) is an independent registered investment advisor headquartered in Manchester, Massachusetts. The firm was founded by Raymond J. Stecker, Jr. and Steven M. Graziano in 1991. BRM provides investment advisory services for individuals, high net-worth individuals, trusts, estates, retirements plans, charitable organizations and other business entities. | Finance |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Finance |
