Dan Zibinskas
Gestore di Portafoglio-Azioni presso Harbor Advisory Corp.
Profilo
Mr. Daniel R.
Zibinskas is a Principal & Senior Counsel at Harbor Advisory Corp.
He is also Senior Advisor at Harbor Advisory.
He has over 20 years of experience providing families with wealth management services and counsel on wealth related financial decisions.
Mr. Zibinskas was previously employed as a Portfolio Manager by Beaumont Financial Partners LLC, a Vice President by BNY Mellon, NA, a Relationship Manager by Brown Brothers Harriman & Co., and a Principal by Shepherd Kaplan LLC.
He received his undergraduate degree from Wake Forest University and an undergraduate degree from Bates College.
He is a Chartered Financial Analyst.
Posizioni attive di Dan Zibinskas
| Società | Posizione | Inizio |
|---|---|---|
Harbor Advisory Corp.
 Harbor Advisory Corp. Investment ManagersFinance Founded in 1972, Harbor Advisory Corporation is a registered investment advisor firm located in Portsmouth, New Hampshire | Gestore di Portafoglio-Azioni | 01/11/2020 |
Precedenti posizioni note di Dan Zibinskas
| Società | Posizione | Fine |
|---|---|---|
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Membro del Comitato di Investimento | 01/11/2020 |
Shepherd Kaplan LLC
 Shepherd Kaplan LLC Investment ManagersFinance Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation. | Corporate Officer/Principal | - |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Corporate Officer/Principal | - |
Formazione di Dan Zibinskas
| Wake Forest University | Undergraduate Degree |
| Bates College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Harbor Advisory Corp.
Harbor Advisory Corp. Investment ManagersFinance Founded in 1972, Harbor Advisory Corporation is a registered investment advisor firm located in Portsmouth, New Hampshire | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
Shepherd Kaplan LLC
Shepherd Kaplan LLC Investment ManagersFinance Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation. | Finance |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
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