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Dan Duca
Portefeuillebeheerder-Aandelen bij
L. J. Altfest & Co., Inc.
Profiel
Mr. Daniel J.
Duca is an Associate Director at L.
J.
Altfest & Co., Inc. He leads a team of advisors who help clients achieve their financial objectives through comprehensive investment management and financial planning.
He also works with many clients on all aspects of services provided by the firm.
He is a member of the firm's Executive Wealth Management Group and has a specialty in executive compensation, including stock options and deferred compensation.
Prior to joining L.
J.
Altfest & Co in 2013, Mr. Duca started his wealth management career in 2007 at AMG National Trust Bank, where he was involved in cash-flow, tax and retirement planning for high-net-worth clients.
He graduated from Villanova University with a BS in Business Administration with a concentration in finance.
Actieve functies van Dan Duca
| Bedrijven | Functie | Begin |
|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance Altfest is an active, value-oriented investment approach that aims to reduce risk and achieve portfolio growth. The firm uses fundamental, technical, and cyclical analysis to select investments for their clients. They employ investment strategies involving both long-term and short-term purchases. | Portefeuillebeheerder-Aandelen | 01-05-2013 |
Eerdere bekende functies van Dan Duca
| Bedrijven | Functie | Einde |
|---|---|---|
AMG National Trust Bank
 AMG National Trust Bank Investment ManagersFinance AMG takes a long-term approach to investing and creates highly customized portfolios that are tailored to clients and their financial situation. The firm looks at diversification, risk-adjusted return potential, and tax sensitivity to maximize the potential for each client to be successful. They use an intense quantitative and qualitative screening process to identify potential investments suitable for their clients. | Corporate Officer/Principal | 31-12-2012 |
Opleiding van Dan Duca
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
27
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
AMG National Trust Bank
AMG National Trust Bank Investment ManagersFinance AMG takes a long-term approach to investing and creates highly customized portfolios that are tailored to clients and their financial situation. The firm looks at diversification, risk-adjusted return potential, and tax sensitivity to maximize the potential for each client to be successful. They use an intense quantitative and qualitative screening process to identify potential investments suitable for their clients. | Finance |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance Altfest is an active, value-oriented investment approach that aims to reduce risk and achieve portfolio growth. The firm uses fundamental, technical, and cyclical analysis to select investments for their clients. They employ investment strategies involving both long-term and short-term purchases. | Finance |
