Dan Buckley

Analyst-Equity chez Appleton Partners, Inc.

Profil

Mr. Daniel T.
Buckley, CFA, is a Senior Vice President, Portfolio Manager & Director of Equity Strategy at Appleton Partners, Inc. In Appleton he initially worked in the Operations Department.
In 2005, he joined the Equity team as a research analyst and assistant portfolio manager.
He is a member of Appleton’s Equity Investment Committee, and works closely with the other equity portfolio managers and analysts on security evaluation and portfolio construction.
He oversees individual client relationships and plays a lead role in formulating and implementing Appleton’s Equity and ETF strategies.
Prior to Appleton, Mr. Buckley spent five years at State Street Corporation working as an Account Manager heading a team of Fund Accountants and Portfolio Administrators.
He previously worked on the floor of the American Stock Exchange as an assistant broker.
He earned his B.A.
from Boston College in 1997, and his M.S.I.M.
from Boston University in 2006.
He holds the Chartered Financial Analyst designation.
He is a CFA charterholder and a member of the Boston Estate Planning Council.

Postes actifs de Dan Buckley

Sociétés	Poste	Début
Appleton Partners, Inc.	Analyst-Equity	08/10/2010

Anciens postes connus de Dan Buckley

Sociétés	Poste	Fin
State Street Bank & Trust Co.	Corporate Officer/Principal	30/10/2003
American Stock Exchange LLC	Corporate Officer/Principal	-

Formation de Dan Buckley

Boston College	Undergraduate Degree
Boston University	Graduate Degree