Dan Seder
President bij CFA Society Detroit
Profiel
Mr. Daniel E.
Seder, CFA, is a President at CFA Society Detroit and a Managing Partner at Blue Chip Partners LLC (Michigan).
He joined Blue Chip Partners in 2005 and became a shareholder in 2010.
He specializes in addressing the unique needs of corporate executives.
In addition, he leverages technical analysis when structuring 10b5-1 trading plans for executives interested in reducing their concentration in company stock.
He graduated with a B.A.
from the University of Michigan.
Actieve functies van Dan Seder
| Bedrijven | Functie | Begin |
|---|---|---|
Blue Chip Partners LLC (Michigan)
 Blue Chip Partners LLC (Michigan) Investment ManagersFinance Blue Chip Partners LLC is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded in 2004 and operated under the name Steinberg Planning and Investment Management, Ltd., until January 2010, and Blue Chip Partners, Inc. until December 2022. On January 2023, the firm name and structure were changed to Blue Chip Partners LLC. They are majority owned by BCP Ventures, Inc. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, trusts, small businesses, estates, and pension and profit-sharing plans. | Lid van de Investeringscommissie | 01-09-2005 |
CFA Society Detroit
 CFA Society Detroit Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society Detroit operates as a professional membership organization. The company is based in Saline, MI. | President | 26-06-2017 |
Opleiding van Dan Seder
| University of Michigan | 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 | 2 |
|---|---|
Blue Chip Partners LLC (Michigan)
Blue Chip Partners LLC (Michigan) Investment ManagersFinance Blue Chip Partners LLC is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded in 2004 and operated under the name Steinberg Planning and Investment Management, Ltd., until January 2010, and Blue Chip Partners, Inc. until December 2022. On January 2023, the firm name and structure were changed to Blue Chip Partners LLC. They are majority owned by BCP Ventures, Inc. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, trusts, small businesses, estates, and pension and profit-sharing plans. | Finance |
CFA Society Detroit
CFA Society Detroit Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society Detroit operates as a professional membership organization. The company is based in Saline, MI. | Commercial Services |
