Profiel
Daniel William Regan worked as a Senior Performance & Risk Analyst at Fund Evaluation Group LLC from 2020 to 2021.
Prior to that, he worked as a Financial Advisor at Merrill Lynch & Co., Inc. and as an Analyst at Lenox Wealth Management, Inc. (Private Banking).
Regan received an undergraduate degree from the University of Dayton.
Eerdere bekende functies van Daniel William Regan
| Bedrijven | Functie | Einde |
|---|---|---|
Fund Evaluation Group LLC
 Fund Evaluation Group LLC Investment ManagersFinance Fund Evaluation Group LLC (FEG) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and is a subsidiary of Fund Evaluation Group 2017, Inc., which is owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG provides independent discretionary and non-discretionary investment advisory services, focusing predominately on institutional clients. | Trading-Equity | 01-01-2020 |
Lenox Wealth Management, Inc. (Private Banking)
 Lenox Wealth Management, Inc. (Private Banking) Investment ManagersFinance Founded by William Cooper Procter in 1887, Lenox Wealth Management, Inc. (LNXW) provides independent and objective financial planning, wealth management, and family office services. They serve as an advisor to the Procter & Gamble and Scripps communities, as well as affluent individuals and corporate executives world wide. The firm is also an SEC-registered investment adviser which began conducting business in 2004. Their investment advisory clients include individuals, high net-worth individuals and corporations or other businesses. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Daniel William Regan
| University of Dayton | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Fund Evaluation Group LLC
Fund Evaluation Group LLC Investment ManagersFinance Fund Evaluation Group LLC (FEG) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and is a subsidiary of Fund Evaluation Group 2017, Inc., which is owned by Fund Evaluation Group Employee Stock Ownership Trust. FEG provides independent discretionary and non-discretionary investment advisory services, focusing predominately on institutional clients. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Lenox Wealth Management, Inc. (Private Banking)
Lenox Wealth Management, Inc. (Private Banking) Investment ManagersFinance Founded by William Cooper Procter in 1887, Lenox Wealth Management, Inc. (LNXW) provides independent and objective financial planning, wealth management, and family office services. They serve as an advisor to the Procter & Gamble and Scripps communities, as well as affluent individuals and corporate executives world wide. The firm is also an SEC-registered investment adviser which began conducting business in 2004. Their investment advisory clients include individuals, high net-worth individuals and corporations or other businesses. | Finance |
