Dan McManus

Gestore di Portafoglio-Azioni presso West Financial Services, Inc.

Consumer Services

Finance

Profilo

Mr. Daniel McManus, CFA MBA, is a Portfolio Manager at West Financial Services, Inc. He is responsible for customized investment portfolio construction and management for clients.
He has over 25 years of experience in financial services, primarily in providing fiduciary investment advice and management services for individual investors, as well as corporate 401(k) and pension plans.
He earned a BS in Economics with a concentration in Finance from Babson College and an MBA degree from Columbia University.
He is a CFA charterholder.

Posizioni attive di Dan McManus

Società	Posizione	Inizio
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.	Gestore di Portafoglio-Azioni	01/03/2023

Tutte le posizioni attive di Dan McManus

Formazione di Dan McManus

Babson College	Undergraduate Degree
The Trustees of Columbia University in The City of New York	Masters Business Admin

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Aziende private

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Aziende private	1
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.	Finance