Dan Cassell

Membre du Comité d'Investissement chez Baker Avenue Asset Management LP

Finance

Consumer Services

Postes actifs de Dan Cassell

Sociétés	Poste	Début	Fin
Baker Avenue Asset Management LP Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.	Membre du Comité d'Investissement	01/07/2015	-
	Gestionnaire de Portefeuille-Actions	01/07/2015	-
	Stratège de marché	01/07/2015	-

Sociétés	Poste	Début	Fin
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Corporate Officer/Principal	-	-

Santa Clara University

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Investment Committee Member	1
Portfolio Manager-Equities	1
Market Strategist	1

Sectorielle

Finance	3
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	2
Baker Avenue Asset Management LP Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.	Finance
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Finance

Entreprise privées

Finance