Profil
Mr. Daniel J.
Kallus, CFA MBA, is an Investment Committee Member at FlexPATH Strategies LLC.
She has over 25 years of investment experience.
Mr. Kallus was previously employed as a Partner & Director of Equity Investments by Garcia Hamilton & Associates LP, an Analyst by Salomon Smith Barney, a Junior Analyst by American Capital Management & Research, Inc., and an Analyst & Equity Trader by Shell Pensions Trust Ltd.
He received his undergraduate degree from C.
T.
Bauer College of Business and an MBA from C.
T.
Bauer College of Business.
Anciens postes connus de Daniel Joseph Kallus
| Sociétés | Poste | Fin |
|---|---|---|
Garcia Hamilton & Associates LP
 Garcia Hamilton & Associates LP Investment ManagersFinance Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019. | Head-Equity Investments | 31/05/2014 |
| Smith Barney Asset Management | Analyst-Equity | 31/12/1996 |
American Capital Management & Research, Inc.
 American Capital Management & Research, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, American Capital Management & Research, Inc. is a security and commodity exchanges company. The company is based in TX. American Capital Management & Research was acquired by Van Kampen Merritt Cos., Inc. (New York) from Travelers Group, Inc. on December 21, 1994 for $430 million. | Corporate Officer/Principal | 31/12/1993 |
Shell Pensions Trust Ltd.
 Shell Pensions Trust Ltd. Investment ManagersFinance Part of Shell Plc, Shell Pensions Trust Ltd. is a British company that administers the pension fund on behalf of employees of Shell. The company is based in London, UK. Shell Pensions Trust was acquired by Benchmark Group Plc on September 01, 1999 for $61.34 million. | Corporate Officer/Principal | 31/12/1992 |
FlexPATH Strategies LLC
 FlexPATH Strategies LLC Investment ManagersFinance flexPATH Strategies LLC (flexPATH) is a registered independent investment adviser headquartered in Aliso Viejo, California. The firm was founded in 2015 and do-business-as fiduciaryPATH Advisors. flexPATH creates and manages customized investment solutions for retirement plan fiduciaries and their employees. | Membre du Comité d'Investissement | - |
Formation de Daniel Joseph Kallus
| C. T. Bauer College of Business | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Garcia Hamilton & Associates LP
Garcia Hamilton & Associates LP Investment ManagersFinance Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019. | Finance |
| Smith Barney Asset Management | Finance |
Shell Pensions Trust Ltd.
Shell Pensions Trust Ltd. Investment ManagersFinance Part of Shell Plc, Shell Pensions Trust Ltd. is a British company that administers the pension fund on behalf of employees of Shell. The company is based in London, UK. Shell Pensions Trust was acquired by Benchmark Group Plc on September 01, 1999 for $61.34 million. | Finance |
American Capital Management & Research, Inc.
American Capital Management & Research, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, American Capital Management & Research, Inc. is a security and commodity exchanges company. The company is based in TX. American Capital Management & Research was acquired by Van Kampen Merritt Cos., Inc. (New York) from Travelers Group, Inc. on December 21, 1994 for $430 million. | Finance |
FlexPATH Strategies LLC
FlexPATH Strategies LLC Investment ManagersFinance flexPATH Strategies LLC (flexPATH) is a registered independent investment adviser headquartered in Aliso Viejo, California. The firm was founded in 2015 and do-business-as fiduciaryPATH Advisors. flexPATH creates and manages customized investment solutions for retirement plan fiduciaries and their employees. | Finance |