Dan Price

Dan Price

Head-Equity Investments presso Natixis Advisors LLC

Finance
Consumer Services

Profilo

Mr. Daniel R.
Price, CFA, is a Chief Investment Officer of Overlay Management at Natixis Advisors LLC.
He is responsible for implementing investment strategies and conducting due diligence on separate accounts, mutual funds and ETFs.
He joined the firm in October 2006 and has been in the financial services industry since 1997.
Prior to Natixis, Mr. Price managed a team of analysts and provided research and consultative sales support to independent advisors as Director of Charles Schwab’s Managed Account Research Center.
He also contributed to manager selection and removal decisions as a member of Schwab’s Managed Account Select Investment Committee.
Prior to Schwab, Mr. Price analyzed mutual funds and developed asset allocation recommendations for 401(k) participants at mPower, a web-based 401(k) advice provider, and held several positions at investment management firm Bailard Biehl & Kaiser.
Mr. Price received his BA in Biology from Middlebury College.
He holds both the Chartered Financial Analyst and the Financial Risk Manager designations and is a member of the CFA Society of San Francisco.

Posizioni attive di Dan Price

SocietàPosizioneInizio
Head-Equity Investments 01/10/2006
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Precedenti posizioni note di Dan Price

SocietàPosizioneFine
Corporate Officer/Principal 31/12/2005
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Formazione di Dan Price

Middlebury College Undergraduate Degree

Esperienze
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Aziende private

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Relazioni

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Finance

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