Profilo
Daniel Stern worked as a Portfolio Manager at Cliffwater Investments LLC and as a Principal at Wilshire Advisors LLC.
He also briefly worked as a Director at BlackRock Financial Management, Inc. Stern received an undergraduate degree from Brandeis University and an MBA from the University of Wisconsin.
Precedenti posizioni note di Daniel Stern
| Società | Posizione | Fine |
|---|---|---|
Cliffwater Investments LLC
Cliffwater Investments LLC Investment ManagersFinance Provides investment advice | Gestore di Portafoglio-Azioni | 28/07/2016 |
BlackRock Financial Management, Inc.
BlackRock Financial Management, Inc. Investment ManagersFinance BFM utilizes fixed-income strategies that are actively managed, model or index based. The firm generally employs an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. | Corporate Officer/Principal | 31/12/2004 |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Corporate Officer/Principal | - |
Formazione di Daniel Stern
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 5 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Brandeis University
Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BlackRock Financial Management, Inc.
BlackRock Financial Management, Inc. Investment ManagersFinance BFM utilizes fixed-income strategies that are actively managed, model or index based. The firm generally employs an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. | Finance |
Cliffwater Investments LLC
Cliffwater Investments LLC Investment ManagersFinance Provides investment advice | Finance |
















