Anthony van Daalen
President chez Wright Investors' Service, Inc.
Profil
Mr. Mello A.
van Daalen, CFA MBA, is a President & Chief Investment Officer of Global Fixed Income at Wright Investors' Service, Inc. and a Member at The New York Society of Security Analysts, Inc. He has overall responsibility for fixed income portfolio management.
He also shares overall investment strategy and asset allocation responsibility with Mr. Khandwala.
He joined Wright in 2002 and also serves on the firm's Investment Team.
Before joining Wright, Mr. van Daalen was a Director at Credit Suisse Asset Management following their purchase of Warburg Pincus Asset Management, which he joined in 1992.
In addition to managing institutional assets, he was manager of several mutual funds, including the Warburg Pincus Fixed Income Fund.
Prior to 1992, he was Assistant Vice President and managed fixed income investments for high net worth individuals in Citibank’s International Private Bank.
Mr. van Daalen received a BA in Psychology from Wesleyan University and an MBA in Finance and International Business from New York University’s Stern School of Business.
He is a member of the New York Society of Security Analysts.
Postes actifs de Anthony van Daalen
Sociétés | Poste | Début |
---|---|---|
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | President | 01/10/2002 |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Anciens postes connus de Anthony van Daalen
Sociétés | Poste | Fin |
---|---|---|
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Portfolio Manager-Fixed Income | 31/12/2000 |
Citigroup Asset Management | Portfolio Manager-Fixed Income | 31/12/1991 |
Wright Private Asset Management LLC
Wright Private Asset Management LLC Investment ManagersFinance Wright Private Asset Management LLC provides investment advices. The company is headquartered in Milford, CT. | Head-Fixed Income Invts | 05/11/2012 |
Formation de Anthony van Daalen
Wesleyan University | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 5 |
---|---|
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Finance |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
Citigroup Asset Management | Finance |
Wright Private Asset Management LLC
Wright Private Asset Management LLC Investment ManagersFinance Wright Private Asset Management LLC provides investment advices. The company is headquartered in Milford, CT. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |