![Dan Bauer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Bauer
Direttore degli Investimenti presso
AllSquare Wealth Management LLC
Profilo
Mr. Daniel D.
Bauer is a Principal at AllSquare Wealth Management LLC.
He also serves as the firm’s Chief Compliance Officer and Chief Investment Officer.
He has over 18 years of experience in the financial services industry and his primary responsibilities include investment portfolio management, investment account trading, strategic financial planning and creating investment policy statements for individuals and organizations.
Mr. Bauer earned his MSFA, from the College for Financial Planning (2007) and Bachelor of Science in Statistics from Cornell University (2001).
He earned his Certified Financial Planner certification in 2013.
Posizioni attive di Dan Bauer
| Società | Posizione | Inizio |
|---|---|---|
AllSquare Wealth Management LLC
 AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth develops asset allocation targets for clients and implements those asset allocations via the use of passively managed investment vehicles (typically ETFs, open-ended mutual funds, and individual Treasury securities). The firm allocates asset classes to different account types in an attempt to optimize the tax-efficiency of the overall portfolio. | Direttore degli Investimenti | 01/08/2010 |
Formazione di Dan Bauer
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
98
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
The College for Financial Planning, Inc.
 The College for Financial Planning, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth develops asset allocation targets for clients and implements those asset allocations via the use of passively managed investment vehicles (typically ETFs, open-ended mutual funds, and individual Treasury securities). The firm allocates asset classes to different account types in an attempt to optimize the tax-efficiency of the overall portfolio. | Finance |
