Bradley Stuart Daniels
Directeur des opérations chez Capital Forensics, Inc.
Profil
Mr. Bradley S.
Daniels, CFA MBA, is Vice President & Equity Portfolio Manager at Fox Asset Management LLC.
Prior to joining Fox Asset Management in September 2006, Mr. Daniels was a Senior Equity Analyst on the Rorer Mid Cap Relative Value Portfolio at Rorer Asset Management in Pennsylvania.
Previously, he worked at Schlarbaum Capital Management, LP.
Earlier, Mr. Daniels spent six years as a Lead Portfolio Manager at Miller, Anderson & Sherrerd/Morgan Stanley and began his career at Kidder Peabody & Co. as a Quantitative Analyst.
Mr. Daniels earned a BA in Applied Mathematics from the University of Pennsylvania and an MBA from The Wharton School, University of Pennsylvania.
In addition, he is a CFA charterholder, a member of the CFA Institute and is a member of the CFA Society of Philadelphia.
Postes actifs de Bradley Stuart Daniels
| Sociétés | Poste | Début |
|---|---|---|
Capital Forensics, Inc.
 Capital Forensics, Inc. Investment ManagersFinance Part of J.S. Held LLC, Capital Forensics, Inc. serves a variety of clients including broker-dealers, banks, insurance companies, RIAs, law firms, and Fortune 500 companies. The company is based in Palatine, IL. The company provides litigation support, regulatory consulting, data analytics, fraud and forensic investigations, arbitration tools, and compliance and risk management services. The company was founded in 1993 by Jay Rosen and the CEO is Vadim Khavinson. Capital Forensics was acquired by J.S. Held LLC on February 03, 2022. | Directeur des opérations | - |
Anciens postes connus de Bradley Stuart Daniels
| Sociétés | Poste | Fin |
|---|---|---|
Rorer Asset Management LLC
 Rorer Asset Management LLC Investment ManagersFinance Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG. | Analyst-Equity | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
| Schlarbaum Capital Management LLC | Corporate Officer/Principal | - |
Fox Asset Management LLC
 Fox Asset Management LLC Investment ManagersFinance Founded in 1985, Fox Asset Management LLC is a registered investment advisor located in Shrewsbury, New Jersey. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Membre du Comité d'Investissement | - |
Kidder Peabody & Co., Inc. /Non Retail Unit/
 Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Corporate Officer/Principal | - |
Formation de Bradley Stuart Daniels
| University of Pennsylvania | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Rorer Asset Management LLC
Rorer Asset Management LLC Investment ManagersFinance Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG. | Finance |
| Miller Anderson & Sherrerd | Finance |
Kidder Peabody & Co., Inc. /Non Retail Unit/
Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Finance |
Fox Asset Management LLC
Fox Asset Management LLC Investment ManagersFinance Founded in 1985, Fox Asset Management LLC is a registered investment advisor located in Shrewsbury, New Jersey. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV). | Finance |
| Schlarbaum Capital Management LLC | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Capital Forensics, Inc.
Capital Forensics, Inc. Investment ManagersFinance Part of J.S. Held LLC, Capital Forensics, Inc. serves a variety of clients including broker-dealers, banks, insurance companies, RIAs, law firms, and Fortune 500 companies. The company is based in Palatine, IL. The company provides litigation support, regulatory consulting, data analytics, fraud and forensic investigations, arbitration tools, and compliance and risk management services. The company was founded in 1993 by Jay Rosen and the CEO is Vadim Khavinson. Capital Forensics was acquired by J.S. Held LLC on February 03, 2022. | Finance |