![Dan Fink](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Fink
Private Equity Investor chez
CAZ Investments /Private Equity/
Profil
Dan serves as Senior Vice President – Investment Strategies.
He facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.
Dan has over 15 years of investment specific industry experience.
He most recently served as Senior Vice President at Lazard Asset Management in a business development role covering New England.
Prior to that, Dan worked for Shepherd Kaplan, a registered investment advisor in Boston, for nearly a decade.
While there, he held roles as Director of Research and Senior Client Advisor.
Dan graduated from College of the Holy Cross with a B.A in Economics where he was a member of the varsity lacrosse team.
He is a pro bono consultant to the Rose Fitzgerald Kennedy Greenway Conservancy Investment Committee.
Though originally from Baltimore, Dan has lived in Boston for two decades.
Outside of work, Dan spends most of his time with his two children, Bennett and Lillet.
Postes actifs de Dan Fink
| Sociétés | Poste | Début |
|---|---|---|
CAZ Investments /Private Equity/
 CAZ Investments /Private Equity/ Investment ManagersFinance CAZ investments seeks investment opportunities in middle market companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for growth and buyout capital requirements. | Private Equity Investor | 01/11/2021 |
Anciens postes connus de Dan Fink
| Sociétés | Poste | Fin |
|---|---|---|
Lazard Asset Management Ltd.
 Lazard Asset Management Ltd. Investment ManagersFinance Lazard AM-UK is an active manager that manages across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income. The firm follows a relative value investment philosophy and employs a bottom-up approach to seek higher-than-average returns which are undervalued. They construct portfolios based on in-house fundamental analysis performed by sector teams organized by industry. Their investment professionals integrate ESG analysis into their research and decision-making processes. | Private Equity Investor | 01/12/2019 |
Shepherd Kaplan LLC
 Shepherd Kaplan LLC Investment ManagersFinance SK utilizes its proprietary research systems to aid in the creation of diversified portfolios. Client portfolio assets are allocated among various asset classes to meet their distinct investment objectives, risk tolerances, and liquidity needs, and then rebalanced to manage risk. Additionally, tactical shifts in asset class allocations are used to adjust for changing capital market scenarios. The firm generally recommends or selects investment managers for client portfolios. Recommended investment structures may include mutual funds, Exchange Traded Funds (ETFs), separately managed accounts, or various alternative investments, such as hedge funds, private equity funds or real estate funds. | Consultant / Advisor | 01/02/2016 |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments. | Corporate Officer/Principal | 01/01/2007 |
Formation de Dan Fink
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Lazard Asset Management Ltd.
Lazard Asset Management Ltd. Investment ManagersFinance Lazard AM-UK is an active manager that manages across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income. The firm follows a relative value investment philosophy and employs a bottom-up approach to seek higher-than-average returns which are undervalued. They construct portfolios based on in-house fundamental analysis performed by sector teams organized by industry. Their investment professionals integrate ESG analysis into their research and decision-making processes. | Finance |
College of the Holy Cross (Massachusetts)
 College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shepherd Kaplan LLC
Shepherd Kaplan LLC Investment ManagersFinance SK utilizes its proprietary research systems to aid in the creation of diversified portfolios. Client portfolio assets are allocated among various asset classes to meet their distinct investment objectives, risk tolerances, and liquidity needs, and then rebalanced to manage risk. Additionally, tactical shifts in asset class allocations are used to adjust for changing capital market scenarios. The firm generally recommends or selects investment managers for client portfolios. Recommended investment structures may include mutual funds, Exchange Traded Funds (ETFs), separately managed accounts, or various alternative investments, such as hedge funds, private equity funds or real estate funds. | Finance |
CAZ Investments /Private Equity/
CAZ Investments /Private Equity/ Investment ManagersFinance CAZ investments seeks investment opportunities in middle market companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for growth and buyout capital requirements. | Finance |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments. | Finance |
