![Dan Tortola](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Tortola
Direttore degli Investimenti presso
Boston Research & Management, Inc.
Profilo
Mr. Daniel F.
Tortola, CFA MBA, is a Chief Investment Officer at Boston Research & Management, Inc. He joined Boston Research and Management in 2007.
While his primary responsibility is equity research and analysis, he is also instrumental in portfolio management, asset allocation and trading operations.
Mr. Tortola earned the right to use the Chartered Financial Analyst (CFA) designation in June 2011 and is an active member of the CFA Institute.
In 2007, he received his MBA with a concentration in finance from Boston College and a Bachelor of Arts in economics at the College of the Holy Cross in Worcester, Massachusetts in 2001.
Posizioni attive di Dan Tortola
| Società | Posizione | Inizio |
|---|---|---|
Boston Research & Management, Inc.
 Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management. | Direttore degli Investimenti | 01/01/2007 |
Precedenti posizioni note di Dan Tortola
| Società | Posizione | Fine |
|---|---|---|
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Corporate Officer/Principal | 31/12/2004 |
Formazione di Dan Tortola
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
88
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Boston Research & Management, Inc.
Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management. | Finance |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Finance |
College of the Holy Cross (Massachusetts)
 College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
