![Daniel Lester Tulis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Daniel Lester Tulis
Directeur en chef des Investissements chez
ELCO Management Co. LLC
Profil
Mr. Daniel L.
Tulis, CFA MBA, is a Senior Chief Investment Officer at ELCO Management Co. LLC.
He has over 40 years of Asset Management and Security Analysis experience.
He was First Research Analyst Covering Energy Master Limited Partnerships.
Headed the Electric Power, Natural Gas, MLP Research as Senior Managing Director at Bank of America, S.
Barney & Shearson Lehman.
He received his undergraduate degree from Antioch College and an MBA from New York University.
Postes actifs de Daniel Lester Tulis
| Sociétés | Poste | Début |
|---|---|---|
ELCO Management Co. LLC
 ELCO Management Co. LLC Investment ManagersFinance ELCO aims to protect and enhance their clients’ wealth over time in a conservative and prudent manner without taking excessive risk. The firm focuses on identifying and then investing in thematic concentrated portfolios which can deliver above-average earnings growth. They seek to invest in businesses with exceptional earnings growth, driven by a sustainable competitive advantage, superior financial strength, proven management, and attractive products. | Directeur en chef des Investissements | 01/01/2024 |
Anciens postes connus de Daniel Lester Tulis
| Sociétés | Poste | Fin |
|---|---|---|
Burnham Asset Management Corp.
 Burnham Asset Management Corp. Investment ManagersFinance Burnham Asset Management Corp. (BAM) provides investment advisory and related services that emphasize long-term strategies designed to meet each client’s specific investment objectives. Investments may include, but aren't necessarily limited to: exchange-listed, over-the-counter, domestic and foreign equity securities; warrants; commercial paper and other corporate debt securities; certificates of deposit; municipal securities; mutual fund shares; US government securities; options on securities; and investments in affiliated and unaffiliated private funds. BAM's investment approach seek to identify best-in-sector equities, specifically those with attractive business models, valuations and, where appropriate, dividend growth. For fixed income investments, the firm considers the quality of the issuer of the securities, duration, yield to maturity, the potential for ratings upgrade and refinancing, and the industry outlook. BAM applies similar criteria to municipal bonds, taking into account the quality of the credit and the borrower’s ability to pay principal and interest. ^ | Gestionnaire de Portefeuille-Actions | 01/03/2016 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services | Corporate Officer/Principal | - |
Dominick & Dominick LLC (Investment Management)
 Dominick & Dominick LLC (Investment Management) Investment ManagersFinance DDA is a large cap growth manager that uses independent third party research. | Corporate Officer/Principal | - |
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Formation de Daniel Lester Tulis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Shearson Lehman Bros., Inc.
Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Provides Security Broker services | Finance |
Burnham Asset Management Corp.
Burnham Asset Management Corp. Investment ManagersFinance Burnham Asset Management Corp. (BAM) provides investment advisory and related services that emphasize long-term strategies designed to meet each client’s specific investment objectives. Investments may include, but aren't necessarily limited to: exchange-listed, over-the-counter, domestic and foreign equity securities; warrants; commercial paper and other corporate debt securities; certificates of deposit; municipal securities; mutual fund shares; US government securities; options on securities; and investments in affiliated and unaffiliated private funds. BAM's investment approach seek to identify best-in-sector equities, specifically those with attractive business models, valuations and, where appropriate, dividend growth. For fixed income investments, the firm considers the quality of the issuer of the securities, duration, yield to maturity, the potential for ratings upgrade and refinancing, and the industry outlook. BAM applies similar criteria to municipal bonds, taking into account the quality of the credit and the borrower’s ability to pay principal and interest. ^ | Finance |
Dominick & Dominick LLC (Investment Management)
Dominick & Dominick LLC (Investment Management) Investment ManagersFinance DDA is a large cap growth manager that uses independent third party research. | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Antioch College
 Antioch College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ELCO Management Co. LLC
ELCO Management Co. LLC Investment ManagersFinance ELCO aims to protect and enhance their clients’ wealth over time in a conservative and prudent manner without taking excessive risk. The firm focuses on identifying and then investing in thematic concentrated portfolios which can deliver above-average earnings growth. They seek to invest in businesses with exceptional earnings growth, driven by a sustainable competitive advantage, superior financial strength, proven management, and attractive products. | Finance |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
