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Dan Carlson
Amministratore Delegato presso VS Trust
Posizioni attive di Dan Carlson
Società | Posizione | Inizio | Fine |
---|---|---|---|
VS Trust
![]() VS Trust Investment Trusts/Mutual FundsMiscellaneous VS Trust operates as a trust. It intends to provide daily investment results, before fees and expenses, that correspond to the performance of a particular index or benchmark for a single day. The company is headquartered in Mount Kisco, NY. | Comptroller/Controller/Auditor | - | - |
Amministratore Delegato | - | - | |
Direttore Finanziario/CFO | - | - |
Storia della carriera di Dan Carlson
Precedenti posizioni note di Dan Carlson
Società | Posizione | Inizio | Fine |
---|---|---|---|
Tidal Investments LLC
![]() Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Responsabile della Conformità | 01/03/2012 | 01/03/2024 |
Direttore operativo | 01/03/2012 | 01/03/2024 | |
Direttore Finanziario/CFO | 01/03/2012 | 01/03/2024 | |
Fondatore | 01/03/2012 | 01/03/2024 | |
Segretario Aziendale | 01/03/2012 | 01/03/2024 | |
Avatar Associates
![]() Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Vendite & Marketing | 08/07/2010 | - |
Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Corporate Officer/Principal | 30/09/2003 | 30/09/2003 |
Buck Global LLC
![]() Buck Global LLC Miscellaneous Commercial ServicesCommercial Services Buck Global LLC engages in the provision of human resource-focused consulting and technology services to mid- to large-sized companies and government agencies. It offers consulting for employee retirement programs, compliance, recruiting, and talent management, and benefits administration. The company was founded by George Buck Sr. in 1916 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/04/1983 | - |
Harris Bank
![]() Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Corporate Officer/Principal | 01/06/1977 | - |
Lincoln Financial Distributors, Inc.
![]() Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Corporate Officer/Principal | - | - |
Formazione di Dan Carlson
University of Illinois | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 9 |
Posizioni
Corporate Officer/Principal | 4 |
Director of Finance/CFO | 2 |
Sales & Marketing | 1 |
Settori
Finance | 6 |
Commercial Services | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 7 |
---|---|
Macquarie Investment Management Business Trust
![]() Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Avatar Associates
![]() Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Finance |
Lincoln Financial Distributors, Inc.
![]() Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Finance |
Buck Global LLC
![]() Buck Global LLC Miscellaneous Commercial ServicesCommercial Services Buck Global LLC engages in the provision of human resource-focused consulting and technology services to mid- to large-sized companies and government agencies. It offers consulting for employee retirement programs, compliance, recruiting, and talent management, and benefits administration. The company was founded by George Buck Sr. in 1916 and is headquartered in New York, NY. | Commercial Services |
Harris Bank
![]() Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Finance |
Tidal Investments LLC
![]() Tidal Investments LLC Investment ManagersFinance Tidal Investments LLC is a SEC-registered investment advisor and holding firm headquartered in Milwaukee, Wisconsin. The firm was founded by Daniel Carlson and Michael Venuto in 2012 as Toroso Investments LLC. They are owned by Toroso Investments Topco LLC. Tidal Investments specializes in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. | Finance |
VS Trust
![]() VS Trust Investment Trusts/Mutual FundsMiscellaneous VS Trust operates as a trust. It intends to provide daily investment results, before fees and expenses, that correspond to the performance of a particular index or benchmark for a single day. The company is headquartered in Mount Kisco, NY. | Miscellaneous |
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