![Daniel William Regan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Daniel William Regan worked as a Senior Performance & Risk Analyst at Fund Evaluation Group LLC from 2020 to 2021.
Prior to that, he worked as a Financial Advisor at Merrill Lynch & Co., Inc. and as an Analyst at Lenox Wealth Management, Inc. (Private Banking).
Regan received an undergraduate degree from the University of Dayton.
Anciens postes connus de Daniel William Regan
| Sociétés | Poste | Fin |
|---|---|---|
Fund Evaluation Group LLC
 Fund Evaluation Group LLC Investment ManagersFinance FEG develops sophisticated, globally diverse portfolios designed with a goal to help enhance investment returns. The firm’s mission is to empower their clients to achieve their goals through superior investment performance, objective insights, and research. They take a broad-based view of asset allocation, with investments generally falling into one of four asset categories: global equity, global fixed income, real assets and diversifying strategies. | Trading-Equity | 01/01/2020 |
Lenox Wealth Management, Inc. (Private Banking)
 Lenox Wealth Management, Inc. (Private Banking) Investment ManagersFinance Lenox Wealth Management (LWM) employs an asset allocation strategy which seeks to identify an appropriate ratio of securities, fixed income, and cash suitable to each client’s investment goals and risk tolerance. The firm focuses on long-term value-oriented investments, seeking to purchase securities when they believe them to be undervalued, and/or to gain exposure to a particular asset class over time, regardless of the current projection for the class. LWM seeks to measure the intrinsic value of a security by looking at economic and financial factors and the financial condition and management of the company itself to determine if the company is underpriced or overpriced. LWM analyzes past market movements and applies that analysis to the present in order to recognize recurring patterns of investor behavior and potentially predict future price movement. When allocating assets to mutual funds and/or ETFs, LWM considers the experience and track record of the manager of the fund to determine if that manager has demonstrated an ability to invest over a period of time and in different economic conditions. They also look at the underlying assets in a mutual fund or ETF to determine if there is significant overlap in the underlying investments held in another fund in the client’s portfolio. LWM monitors the funds or ETFs in to ensure they are continuing to follow their stated investment strategy. LWM may also participate in short-term purchases, short sales, margin transactions and option writing (including calls, puts, covered calls and spreading). | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de Daniel William Regan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fund Evaluation Group LLC
Fund Evaluation Group LLC Investment ManagersFinance FEG develops sophisticated, globally diverse portfolios designed with a goal to help enhance investment returns. The firm’s mission is to empower their clients to achieve their goals through superior investment performance, objective insights, and research. They take a broad-based view of asset allocation, with investments generally falling into one of four asset categories: global equity, global fixed income, real assets and diversifying strategies. | Finance |
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Lenox Wealth Management, Inc. (Private Banking)
Lenox Wealth Management, Inc. (Private Banking) Investment ManagersFinance Lenox Wealth Management (LWM) employs an asset allocation strategy which seeks to identify an appropriate ratio of securities, fixed income, and cash suitable to each client’s investment goals and risk tolerance. The firm focuses on long-term value-oriented investments, seeking to purchase securities when they believe them to be undervalued, and/or to gain exposure to a particular asset class over time, regardless of the current projection for the class. LWM seeks to measure the intrinsic value of a security by looking at economic and financial factors and the financial condition and management of the company itself to determine if the company is underpriced or overpriced. LWM analyzes past market movements and applies that analysis to the present in order to recognize recurring patterns of investor behavior and potentially predict future price movement. When allocating assets to mutual funds and/or ETFs, LWM considers the experience and track record of the manager of the fund to determine if that manager has demonstrated an ability to invest over a period of time and in different economic conditions. They also look at the underlying assets in a mutual fund or ETF to determine if there is significant overlap in the underlying investments held in another fund in the client’s portfolio. LWM monitors the funds or ETFs in to ensure they are continuing to follow their stated investment strategy. LWM may also participate in short-term purchases, short sales, margin transactions and option writing (including calls, puts, covered calls and spreading). | Finance |
