Dan Seder
Presidente presso CFA Society Detroit
Profilo
Mr. Daniel E.
Seder, CFA, is a President at CFA Society Detroit and a Managing Partner at Blue Chip Partners LLC (Michigan).
He joined Blue Chip Partners in 2005 and became a shareholder in 2010.
He specializes in addressing the unique needs of corporate executives.
In addition, he leverages technical analysis when structuring 10b5-1 trading plans for executives interested in reducing their concentration in company stock.
He graduated with a B.A.
from the University of Michigan.
Posizioni attive di Dan Seder
| Società | Posizione | Inizio |
|---|---|---|
Blue Chip Partners LLC (Michigan)
 Blue Chip Partners LLC (Michigan) Investment ManagersFinance Blue Chip Partners LLC is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded in 2004 and operated under the name Steinberg Planning and Investment Management, Ltd., until January 2010, and Blue Chip Partners, Inc. until December 2022. On January 2023, the firm name and structure were changed to Blue Chip Partners LLC. They are majority owned by BCP Ventures, Inc. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, trusts, small businesses, estates, and pension and profit-sharing plans. | Membro del Comitato di Investimento | 01/09/2005 |
CFA Society Detroit
 CFA Society Detroit Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society Detroit operates as a professional membership organization. The company is based in Saline, MI. | Presidente | 26/06/2017 |
Formazione di Dan Seder
| University of Michigan | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Blue Chip Partners LLC (Michigan)
Blue Chip Partners LLC (Michigan) Investment ManagersFinance Blue Chip Partners LLC is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded in 2004 and operated under the name Steinberg Planning and Investment Management, Ltd., until January 2010, and Blue Chip Partners, Inc. until December 2022. On January 2023, the firm name and structure were changed to Blue Chip Partners LLC. They are majority owned by BCP Ventures, Inc. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, trusts, small businesses, estates, and pension and profit-sharing plans. | Finance |
CFA Society Detroit
CFA Society Detroit Miscellaneous Commercial ServicesCommercial Services Part of CFA Institute, CFA Society Detroit operates as a professional membership organization. The company is based in Saline, MI. | Commercial Services |
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