Daniel Pinard
Gestionnaire de Portefeuille-Actions chez Westwood Advisors LLC
Profil
Daniel Pinard is currently working as an Associate Vice President & Portfolio Manager at Westwood Advisors LLC since 2015.
Prior to this, he worked as a Portfolio Manager at Cougar Investment Fund LLC from 2012 to 2013 and as a Portfolio Manager & Equity Analyst at Woodway Financial Advisors from 2013 to 2015.
He completed his undergraduate degree from Texas A&M University in 2003 and received an MBA from the University of Houston in 2013.
Postes actifs de Daniel Pinard
| Sociétés | Poste | Début |
|---|---|---|
Westwood Advisors LLC
 Westwood Advisors LLC Investment ManagersFinance Westwood Advisors LLC is a SEC-registered wealth management firm headquartered in Dallas, Texas. The firm was founded in 1986 as McCarthy Group Advisors LLC and was acquired by Westwood Holdings Group, Inc. (NYSE: WHG) in 2010. Westwood Advisors offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries. | Gestionnaire de Portefeuille-Actions | 01/04/2015 |
Anciens postes connus de Daniel Pinard
| Sociétés | Poste | Fin |
|---|---|---|
Woodway Financial Advisors
 Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Analyst-Equity | 01/04/2015 |
| Cougar Investment Fund LLC | Corporate Officer/Principal | 31/07/2013 |
Formation de Daniel Pinard
| Texas A&M University | Undergraduate Degree |
| University of Houston | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
| Cougar Investment Fund LLC | Miscellaneous |
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Finance |
Westwood Advisors LLC
Westwood Advisors LLC Investment ManagersFinance Westwood Advisors LLC is a SEC-registered wealth management firm headquartered in Dallas, Texas. The firm was founded in 1986 as McCarthy Group Advisors LLC and was acquired by Westwood Holdings Group, Inc. (NYSE: WHG) in 2010. Westwood Advisors offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries. | Finance |