Profiel
Mr. Dixon joined GCM in September 2004.
Previously Mr. Dixon was Regional Director for Lockwood Advisors, a subsidiary of Bank of New York, where he concentrated on educating financial advisors about separately managed accounts and how the related tax efficiencies benefit their high-net-worth clients.
Mr. Dixon was also a Regional Vice President for CDC IXIS (formerly Nvest Funds of Boston, MA) where he was in charge of business development in Florida.
From 1993 to 1999 he worked for RTE Asset Management, the nation's largest tactical asset allocator.
There he was responsible for sales and service to independent broker/dealers throughout the Southeast.
Mr. Dixon earned a BS in Business Administration with a concentration in Finance from the University of South Carolina in 1984.
He is a member of the Financial Planning Association.
He holds the Series 6, 63 and 65 Securities licenses.
Eerdere bekende functies van Daniel Dixon
| Bedrijven | Functie | Einde |
|---|---|---|
Global Capital Management, Inc.
 Global Capital Management, Inc. Investment ManagersFinance Founded in 1997 by Anthony Soslow, Global Capital Management, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm provides investment management services to institutional and high net-worth investors. | Verkoop & Marketing | 30-06-2009 |
BNY Mellon Advisors, Inc.
 BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Corporate Officer/Principal | - |
Rightime Econometrics, Inc.
 Rightime Econometrics, Inc. Investment ManagersFinance RTE Asset Management, inc. is a registered investment advisor located in Rydel, Pennsylvania. | Corporate Officer/Principal | - |
Opleiding van Daniel Dixon
| University of South Carolina | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
Global Capital Management, Inc.
Global Capital Management, Inc. Investment ManagersFinance Founded in 1997 by Anthony Soslow, Global Capital Management, Inc. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm provides investment management services to institutional and high net-worth investors. | Finance |
Rightime Econometrics, Inc.
Rightime Econometrics, Inc. Investment ManagersFinance RTE Asset Management, inc. is a registered investment advisor located in Rydel, Pennsylvania. | Finance |
BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program. | Finance |
