Dan Bauer
Chief Investment Officer bij AllSquare Wealth Management LLC
Profiel
Mr. Daniel D.
Bauer is a Principal at AllSquare Wealth Management LLC.
He also serves as the firm’s Chief Compliance Officer and Chief Investment Officer.
He has over 18 years of experience in the financial services industry and his primary responsibilities include investment portfolio management, investment account trading, strategic financial planning and creating investment policy statements for individuals and organizations.
Mr. Bauer earned his MSFA, from the College for Financial Planning (2007) and Bachelor of Science in Statistics from Cornell University (2001).
He earned his Certified Financial Planner certification in 2013.
Actieve functies van Dan Bauer
Bedrijven | Functie | Begin |
---|---|---|
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Chief Investment Officer | 01-08-2010 |
Opleiding van Dan Bauer
The College for Financial Planning, Inc. | Graduate Degree |
Cornell University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |