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John Frederick Dalton
Analyst-Equity presso
Managed Asset Portfolios LLC
Profilo
Mr. John F.
Dalton, CFA MBA, is an Assistant Portfolio Manager at Managed Asset Portfolios LLC.
(MAP).
He has over 23 years of industry experience and joined MAP’s Portfolio Management team in 2006.
He also services a select number of MAP’s Chicago area clients.
Previously, he worked for H&R Block Financial Advisors (formerly OLDE Discount Corporation) servicing approximately 150 families and institutions as well as managing large investment and servicing teams in Oak Lawn and Glenview, IL.
He earned a Bachelor’s degree with a Finance specialization from Marquette University and an MBA from the University of Chicago.
He is a Chartered Financial Analyst, member of the CFA Society of Chicago and Registered Investment Advisor Representative.
Posizioni attive di John Frederick Dalton
| Società | Posizione | Inizio |
|---|---|---|
Managed Asset Portfolios LLC
 Managed Asset Portfolios LLC Investment ManagersFinance MAP is an active, value-driven, bottom-up investor that employs various fixed income, balanced, US-only, and global equity strategies. The firm only purchases securities in businesses that they believe have attractive fundamental value at the given price and sells when the price exceeds that fundamental value. They may seek to protect against downside risk through various techniques including selling covered call options and purchasing income-producing securities. | Analyst-Equity | 01/01/2006 |
Precedenti posizioni note di John Frederick Dalton
| Società | Posizione | Fine |
|---|---|---|
H&R Block Financial Advisors
 H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2005 |
Formazione di John Frederick Dalton
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
20
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Managed Asset Portfolios LLC
Managed Asset Portfolios LLC Investment ManagersFinance MAP is an active, value-driven, bottom-up investor that employs various fixed income, balanced, US-only, and global equity strategies. The firm only purchases securities in businesses that they believe have attractive fundamental value at the given price and sells when the price exceeds that fundamental value. They may seek to protect against downside risk through various techniques including selling covered call options and purchasing income-producing securities. | Finance |
