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Dan Zibinskas
Gestionnaire de Portefeuille-Actions chez Harbor Advisory Corp.
Postes actifs de Dan Zibinskas
Sociétés | Poste | Début | Fin |
---|---|---|---|
Harbor Advisory Corp.
![]() Harbor Advisory Corp. Investment ManagersFinance Founded in 1972, Harbor Advisory Corporation is a registered investment advisor firm located in Portsmouth, New Hampshire | Gestionnaire de Portefeuille-Actions | 01/11/2020 | - |
Historique de carrière de Dan Zibinskas
Anciens postes connus de Dan Zibinskas
Sociétés | Poste | Début | Fin |
---|---|---|---|
Beaumont Financial Partners LLC
![]() Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Membre du Comité d'Investissement | 01/10/2011 | 01/11/2020 |
Gestionnaire de Portefeuille-Actions | 01/10/2011 | 01/11/2020 | |
Sales & Marketing | 01/10/2011 | - | |
Shepherd Kaplan LLC
![]() Shepherd Kaplan LLC Investment ManagersFinance Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation. | Corporate Officer/Principal | - | - |
BNY Mellon, NA
![]() BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - | - |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Corporate Officer/Principal | - | - |
Formation de Dan Zibinskas
Wake Forest University | Undergraduate Degree |
Bates College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 2 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Beaumont Financial Partners LLC
![]() Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
BNY Mellon, NA
![]() BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
Shepherd Kaplan LLC
![]() Shepherd Kaplan LLC Investment ManagersFinance Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation. | Finance |
Harbor Advisory Corp.
![]() Harbor Advisory Corp. Investment ManagersFinance Founded in 1972, Harbor Advisory Corporation is a registered investment advisor firm located in Portsmouth, New Hampshire | Finance |
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