Dan Mulvey
Portfolio Manager-Fixed Income chez Trinity Fiduciary Partners LLC
Profil
Mr. Daniel B.
Mulvey is a Managing Director at Trinity Fiduciary Partners LLC.
He has over 25 years of experience in the asset management industry.
He joined Trinity Fiduciary Partners, LLC in August 2016.
He was a vice president for investment capability management at Fidelity Investments from 2011 to 2016.
Prior to that, he has served as chief operating officer of Camden Asset Management, chief investment officer at ASB Capital Management, and as portfolio manager at Bank of America Capital Management and at JP Morgan Investment Management.
Mr. Mulvey graduated from the University of Illinois with a B.A.
in Economics and Mathematics.
He earned an M.B.A.
from Fordham University.
Dan has three children and has been a volunteer faith formation teacher.
Postes actifs de Dan Mulvey
| Sociétés | Poste | Début |
|---|---|---|
Trinity Fiduciary Partners LLC
 Trinity Fiduciary Partners LLC Investment ManagersFinance Trinity Fiduciary Partners LLC (Trinity) is a SEC-registered investment advisor headquartered in Arlington, Texas. The firm was founded by Samuel Saladino in 2005 and is principally owned by IWP Holdings LLC. Trinity serves as the advisor to a registered mutual fund, a private faith-based real estate fund, separate accounts, and private alternative funds. | Portfolio Manager-Fixed Income | 01/08/2016 |
Anciens postes connus de Dan Mulvey
| Sociétés | Poste | Fin |
|---|---|---|
ASB Capital Management LLC
 ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | President | 01/04/2008 |
GlobalBridge Advisors, Inc.
 GlobalBridge Advisors, Inc. Investment ManagersFinance Founded in 2000, GlobalBridge Advisors, Inc. is a registered investment advisor located in Minneapolis, Minnesota. The firm provides institutional investment solutions for financial advisors, independent trust banks and independent broker-dealers. | Gestionnaire de Portefeuille-Actions | - |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
| Banc of America Capital Management LLC | Corporate Officer/Principal | - |
Formation de Dan Mulvey
| University of Illinois | Undergraduate Degree |
| Fordham University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
| Entreprise privées | 4 |
|---|---|
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASB Capital Management, Inc. (ASBCM) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1983 and is owned by Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings LLC. ASBCM provides investment management services to qualified individual and institutional clients that include Taft-Hartley plans, pension and retirement programs, separate accounts, endowments and foundations, corporations and other types of accounts, and private investment vehicles. | Finance |
| Banc of America Capital Management LLC | Finance |
GlobalBridge Advisors, Inc.
GlobalBridge Advisors, Inc. Investment ManagersFinance Founded in 2000, GlobalBridge Advisors, Inc. is a registered investment advisor located in Minneapolis, Minnesota. The firm provides institutional investment solutions for financial advisors, independent trust banks and independent broker-dealers. | Finance |
Trinity Fiduciary Partners LLC
Trinity Fiduciary Partners LLC Investment ManagersFinance Trinity Fiduciary Partners LLC (Trinity) is a SEC-registered investment advisor headquartered in Arlington, Texas. The firm was founded by Samuel Saladino in 2005 and is principally owned by IWP Holdings LLC. Trinity serves as the advisor to a registered mutual fund, a private faith-based real estate fund, separate accounts, and private alternative funds. | Finance |
