Dan Skolochenko

Analyst-Fixed Income chez

CIBC Private Wealth Advisors, Inc.

Finance

Consumer Services

Profil

Mr. Daniel Skolochenko is a Senior Vice President at CIBC Private Wealth Advisors, Inc. He is a fixed income portfolio manager and trader in the CIBC Private Wealth Management San Francisco office, he has over 20 years of industry experience.
He oversees taxable, national tax-exempt, and state-specific tax-exempt bond portfolios with objectives ranging from cash management/capital preservation to income-seeking intermediate duration accounts.
He performs trading and analysis on all accounts under his supervision, and regularly provides commentary on investment strategy and market conditions to relationship managers.
Prior to joining the firm in 2005, Mr. Skolochenko was a Municipal Bond Trader at The Boston Company, a high net worth asset management firm.
Previously, he worked at MFS Investment Management, a Boston-based mutual fund company.
He graduated from the University of North Carolina at Greensboro with a Bachelor of Science in Financial Economics and earned a Master of Science in Finance from Boston College.

Postes actifs de Dan Skolochenko

Sociétés	Poste	Début
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Analyst-Fixed Income	01/01/2005

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Anciens postes connus de Dan Skolochenko

Sociétés	Poste	Fin
The Boston Company Asset Management LLC The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions.	Corporate Officer/Principal	31/12/2004
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis.	Corporate Officer/Principal	-

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Entreprise privées	5
The Boston Company Asset Management LLC The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions.	Finance
Massachusetts Financial Services Co. Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis.	Finance
CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities.	Finance
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of North Carolina at Greensboro The University of North Carolina at Greensboro Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services