Profilo
Daniel Fitzsimmons Silver was the founder and had held the position of President & Chief Executive Officer at RWA Wealth Partners LLC since 1994.
He is currently the President, Treasurer & Secretary at Adviser Investment Management, Inc. Mr. Silver received an MBA degree from the University of Virginia in 1992 and an undergraduate degree from Tufts University in 1987.
Posizioni attive di Dan Silver
| Società | Posizione | Inizio |
|---|---|---|
Adviser Investment Management, Inc.
Adviser Investment Management, Inc. Investment ManagersFinance Provides investment services | Presidente | - |
Precedenti posizioni note di Dan Silver
| Società | Posizione | Fine |
|---|---|---|
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA takes a client-centered approach that begins with the identification of each client’s individual goals and objectives, risk tolerance, tax situation, holding structures and other individual factors to establish an appropriate investment objective and long-term asset allocation investment strategy. The firm’s open architecture investment platform provides investment exposure to a full range of asset classes through stock and bond portfolios managed internally or by unaffiliated third parties as well as through ETFs and mutual funds. | Amministratore Delegato | 01/06/2022 |
Formazione di Dan Silver
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
University of Virginia
University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tufts University
Tufts University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA takes a client-centered approach that begins with the identification of each client’s individual goals and objectives, risk tolerance, tax situation, holding structures and other individual factors to establish an appropriate investment objective and long-term asset allocation investment strategy. The firm’s open architecture investment platform provides investment exposure to a full range of asset classes through stock and bond portfolios managed internally or by unaffiliated third parties as well as through ETFs and mutual funds. | Finance |
Adviser Investment Management, Inc.
Adviser Investment Management, Inc. Investment ManagersFinance Provides investment services | Finance |
















