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Profil
Mr. Daniel B. Mulvey was previously employed as a Managing Director by Trinity Fiduciary Partners LLC, a President by ASB Capital Management LLC, a Managing Director by Banc of America Capital Management LLC, a Managing Director by GlobalBridge Advisors, Inc., and a Principal by JPMorgan Chase & Co. He received his undergraduate degree from the University of Illinois and an MBA from Fordham University.
Anciens postes connus de Dan Mulvey
| Sociétés | Poste | Fin |
|---|---|---|
Trinity Fiduciary Partners LLC
 Trinity Fiduciary Partners LLC Investment ManagersFinance Trinity employs a multi-strategy, multi-asset, and multi-manager approach to offer targeted and efficient exposure to diverse, high-quality return sources. The firm aims to systematically apply Catholic principles and teaching at every stage of the investment process — not only as an exclusionary criterion before each investment decision, but also as a means of ongoing, constructive ownership. | Portfolio Manager-Fixed Income | 01/01/2024 |
ASB Capital Management LLC
 ASB Capital Management LLC Investment ManagersFinance ASBCM’s advisory services encompass discretionary investment advice for strategies in equities, fixed-income securities and real estate investments. The firm is organized into two separate divisions: ASB Investment Management (ASBIM) and ASB Real Estate Investments (ASBRE). ASBIM offers several different strategies, including two equity and three fixed income strategies while ASBRE provides investment portfolios for clients to invest in commercial real estate properties on a pooled and individually managed basis. ASBRE invests in real property through the acquisition of both equity and debt interests on behalf of its clients. | President | 01/04/2008 |
GlobalBridge Advisors, Inc.
 GlobalBridge Advisors, Inc. Investment ManagersFinance GlobalBridge Advisors offers independent wealth consultants (IWCs) efficient access to a large universe of institutional asset managers. This multi-manager, multi-asset class program allows IWCs to offer separately managed accounts to their high net-worth and institutional clients. The GlobalBridge Open Custody SMA platform is a model portfolio overlay program. As overlay manager, GlobalBridge performs trading, settlement, reconciliation, reporting and other back office functions. The firm also provides investment manager due diligence as well as customized client proposals and sales support. All transactions are based on model portfolios from institutional money managers participating in the program. Trades are executed on a best execution basis with multiple institutional securities brokers including ECN and traditional institutional brokers. All trades are settled delivery-versus-payment (DVP) with the custodian. The GlobalBridge Professional Portfolio is a separately managed account model portfolio overlay program that offers institutional-quality portfolios to financial intermediaries. This program allows financial intermediaries to offer competitive investment solutions to their high net-worth and institutional clients. GlobalBridge utilizes over 70 institutional managers who construct and manage investment portfolios for the institutional market. These managers provide GlobalBridge the portfolio models used in large institutional accounts, in order for GlobalBridge to construct similar portfolios for high net-worth and mid-size institutional accounts. | Gestionnaire de Portefeuille-Actions | - |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Banc of America Capital Management LLC
 Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Dan Mulvey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
26
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
ASB Capital Management LLC
ASB Capital Management LLC Investment ManagersFinance ASBCM’s advisory services encompass discretionary investment advice for strategies in equities, fixed-income securities and real estate investments. The firm is organized into two separate divisions: ASB Investment Management (ASBIM) and ASB Real Estate Investments (ASBRE). ASBIM offers several different strategies, including two equity and three fixed income strategies while ASBRE provides investment portfolios for clients to invest in commercial real estate properties on a pooled and individually managed basis. ASBRE invests in real property through the acquisition of both equity and debt interests on behalf of its clients. | Finance |
JPMorgan Chase & Co.
 JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
GlobalBridge Advisors, Inc.
GlobalBridge Advisors, Inc. Investment ManagersFinance GlobalBridge Advisors offers independent wealth consultants (IWCs) efficient access to a large universe of institutional asset managers. This multi-manager, multi-asset class program allows IWCs to offer separately managed accounts to their high net-worth and institutional clients. The GlobalBridge Open Custody SMA platform is a model portfolio overlay program. As overlay manager, GlobalBridge performs trading, settlement, reconciliation, reporting and other back office functions. The firm also provides investment manager due diligence as well as customized client proposals and sales support. All transactions are based on model portfolios from institutional money managers participating in the program. Trades are executed on a best execution basis with multiple institutional securities brokers including ECN and traditional institutional brokers. All trades are settled delivery-versus-payment (DVP) with the custodian. The GlobalBridge Professional Portfolio is a separately managed account model portfolio overlay program that offers institutional-quality portfolios to financial intermediaries. This program allows financial intermediaries to offer competitive investment solutions to their high net-worth and institutional clients. GlobalBridge utilizes over 70 institutional managers who construct and manage investment portfolios for the institutional market. These managers provide GlobalBridge the portfolio models used in large institutional accounts, in order for GlobalBridge to construct similar portfolios for high net-worth and mid-size institutional accounts. | Finance |
Trinity Fiduciary Partners LLC
Trinity Fiduciary Partners LLC Investment ManagersFinance Trinity employs a multi-strategy, multi-asset, and multi-manager approach to offer targeted and efficient exposure to diverse, high-quality return sources. The firm aims to systematically apply Catholic principles and teaching at every stage of the investment process — not only as an exclusionary criterion before each investment decision, but also as a means of ongoing, constructive ownership. | Finance |
Banc of America Capital Management LLC
Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
