![Dan Brown](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>)
Dan Brown
Director of Investments bij
Richardson Capital Management LLC
Profiel
Mr. Daniel P.
Brown, CFA, is a Director of Investment Management at Richardson Capital Management LLC.
His responsibilities include investment research and portfolio management.
In addition, he serves as a senior member of the client relationship team.
He also serves as a Member of the firm’s Executive Committee and Investment Committee.
He is responsible for overseeing the management of the investment strategies utilized in client portfolios.
This includes investment due diligence/selection, portfolio construction, asset allocation and rebalancing of client portfolios.
He joined Richardson in May 2017 with over 20 years of investment management experience managing diversified portfolios, equity mutual funds and separate account strategies.
Mr. Brown was previously employed as a Vice President by Harris Investment Management, Inc., an Investment Officer by Annex Advisory Services LLC, a Vice President by M&I Investment Management Corp., an Analyst by Kemper Securities, Inc., and a Bank Auditor by Bank Mutual.
He earned his BBA from the University of Wisconsin – Milwaukee where he majored in Finance.
Actieve functies van Dan Brown
| Bedrijven | Functie | Begin |
|---|---|---|
Richardson Capital Management LLC
 Richardson Capital Management LLC Investment ManagersFinance Provides investment advice | Director of Investments | 01-05-2017 |
Eerdere bekende functies van Dan Brown
| Bedrijven | Functie | Einde |
|---|---|---|
Annex Advisory Services LLC
 Annex Advisory Services LLC Investment ManagersFinance Annex builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation. The firm’s investment decisions are guided by its Investment Policy Committee. | Lid van de Investeringscommissie | 01-05-2017 |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Portefeuillebeheerder-Aandelen | 31-05-2012 |
Kemper Securities, Inc.
 Kemper Securities, Inc. Investment Banks/BrokersFinance Retail brokerage services | Corporate Officer/Principal | - |
Bank Mutual
 Bank Mutual Savings BanksFinance Operates as a federally chartered savings bank | Corporate Officer/Principal | 31-12-1989 |
Harris Investment Management, Inc.
 Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Portefeuillebeheerder-Aandelen | - |
Opleiding van Dan Brown
Ervaring
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Bedrijven in privébezit
Connecties
73
Eerstegraads connecties
7
Bedrijven verbonden in de eerste graad
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Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Finance |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Kemper Securities, Inc.
Kemper Securities, Inc. Investment Banks/BrokersFinance Retail brokerage services | Finance |
Annex Advisory Services LLC
Annex Advisory Services LLC Investment ManagersFinance Annex builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation. The firm’s investment decisions are guided by its Investment Policy Committee. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank Mutual
Bank Mutual Savings BanksFinance Operates as a federally chartered savings bank | Finance |
Richardson Capital Management LLC
Richardson Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
