Dan Kostaroff
Fondateur chez LS Investment Advisors LLC
Profil
Mr. Daniel J.
Kostaroff, CFA, is a Partner at LS Investment Advisors LLC.
He has over 17 years of investment related experience.
As a founding member of LSIA, he provides holistic financial planning to individuals and families with the goal of building and protecting their wealth.
To ensure all financial aspects of his clients’ lives are well cared for, he acts as their personal Chief Financial Officer, offering guidance on a variety of important matters, including investments, retirement income, risk management, tax planning, insurance and estate planning.
His vision and understanding of clients’ needs helped launch LSIA Wealth, a division of LSIA committed to helping bring financial peace of mind to individuals and their families.
Today, he leads the LSIA Wealth initiative, providing innovative ideas to help his clients live a life of significance and leave a positive legacy.
Mr. Kostaroff was previously employed as an Associate Portfolio Manager by NGAM Advisors LP and a Financial Planner by Plante Moran Financial Advisors LLC.
Mr. Kostaroff received his Bachelor of Arts from Michigan State University.
He is a Chartered Financial Analyst and a Certified Financial Planner.
Postes actifs de Dan Kostaroff
| Sociétés | Poste | Début |
|---|---|---|
LS Investment Advisors LLC
 LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Fondateur | 01/10/2008 |
Anciens postes connus de Dan Kostaroff
| Sociétés | Poste | Fin |
|---|---|---|
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Corporate Officer/Principal | 01/01/2008 |
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Corporate Officer/Principal | - |
Formation de Dan Kostaroff
| Michigan State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
LS Investment Advisors LLC
LS Investment Advisors LLC Investment ManagersFinance LS Investment Advisors LLC (LSIA) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded in 2008 as a spin-off from Natixis Global Asset Management (the parent company of Loomis, Sayles & Co. LP). LSIA provides portfolio management services to individuals, families and institutions. | Finance |
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals. | Finance |
