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Dana N. Merrill
Plus aucun poste en cours
Profil
Mr. Dana N.
Merrill, CFA MBA, is a Portfolio Manager at Trust & Fiduciary Management Services, Inc.
Mr. Merrill was previously employed as Chief Investment Officer by Citigroup, Inc., a Portfolio Manager by Loomis, Sayles & Co. LP, and a Principal by The Boston Security Analysts Society, Inc.
Mr. Merrill attended Cornell University and received a BA in Economics with a minor in both Mathematics and Philosophy from the McMicken College of Liberal Arts at the University of Cincinnati.
He earned an MBA in finance from New York University's Graduate School of Business Administration and did graduate studies at both The University of Maryland and The University of Munich in Germany.
He is a Chartered Financial Analyst, a member of the CFA Institute, a member of the Boston Society of Security Analysts, a Senior Security Analyst and is active in the CFA Institute's continuing education program.
Anciens postes connus de Dana N. Merrill
| Sociétés | Poste | Fin |
|---|---|---|
The Boston Security Analysts Society, Inc.
 The Boston Security Analysts Society, Inc. The Boston Security Analysts Society, Inc. is a non-profit company based in Boston, MA. | Corporate Officer/Principal | - |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Gestionnaire de Portefeuille-Actions | - |
| CITIGROUP INC. | Directeur en chef des Investissements | - |
Trust & Fiduciary Management Services, Inc.
 Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Gestionnaire de Portefeuille-Actions | - |
Formation de Dana N. Merrill
University of Cincinnati (Ohio) | Undergraduate Degree |
New York University | Masters Business Admin |
Cornell University | Undergraduate Degree |
University of Maryland | Graduate Degree |
Ludwig-Maximilians-Universität München | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CITIGROUP INC. | Finance |
| Entreprise privées | 3 |
|---|---|
Trust & Fiduciary Management Services, Inc.
Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Finance |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. The Boston Security Analysts Society, Inc. is a non-profit company based in Boston, MA. |
