![Dan Gross](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Dan Gross
Lid van de Investeringscommissie bij Pathstone Family Office LLC
Profiel
Mr. Daniel B.
Gross is a Managing Director at Pathstone Family Office LLC.
He has over 29 years of financial services experience.
He is responsible for both individual and tax-exempt clients, and is a voting member of the firm's Investment Committee.
He is also a Partner of the firm.
Mr. Gross spent over 15 years at Scudder Investments, where he was also a managing director.
At Scudder, he oversaw the firm's global product group and directed the AARP Investment Program, a $13 billion fund complex.
He has held senior roles with other leading investment management organizations including The Vanguard Group and TIAA-CREF.
Mr. Gross received his BA in Economics with honors at Vassar College in 1978 and earned his MBA, majoring in Finance, from the University of Pennsylvania’s Wharton School in 1983.
Actieve functies van Dan Gross
Bedrijven | Functie | Begin |
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Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Lid van de Investeringscommissie | 01-01-2010 |
Eerdere bekende functies van Dan Gross
Bedrijven | Functie | Einde |
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Federal Street Advisors, Inc.
![]() Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Lid van de Investeringscommissie | 04-01-2016 |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | - |
Opleiding van Dan Gross
Vassar College | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
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Bedrijven in privébezit | 3 |
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The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
Pathstone Family Office LLC
![]() Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
Federal Street Advisors, Inc.
![]() Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Finance |