Profil
Mr. Daniel R.
Aronson, CFA, is a Founding Member at EPIQ Partners LLC.
He has spent his professional career advising clients on investment strategy, selection and implementation.
Prior to the founding of EPIQ, he served as a principal and investment officer at Tealwood Asset Management.
Mr. Aronson is a graduate of Skidmore College with a BA in Music.
He holds the Chartered Financial Analyst (CFA) designation and is a former member of the Board of Directors for the CFA Society of Minnesota.
Postes actifs de Daniel Robert Aronson
| Sociétés | Poste | Début |
|---|---|---|
EPIQ Partners LLC
 EPIQ Partners LLC Investment ManagersFinance EPIQ Partners LLC (EPIQ) is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Daniel R. Aronson in 2012. EPIQ provides comprehensive investment counseling for individuals, families, and related business entities. | Fondateur | 01/09/2012 |
Anciens postes connus de Daniel Robert Aronson
| Sociétés | Poste | Fin |
|---|---|---|
Tealwood Asset Management, Inc.
 Tealwood Asset Management, Inc. Investment ManagersFinance Tealwood Asset Management, Inc. (Tealwood) is an independent wealth management firm and registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by George Hust in 1986. Tealwood primarily provides discretionary investment management services for separately managed accounts. Its clients consist of individuals, trusts, estates, corporations, and other types of businesses, charitable organizations, and qualified plans, such as various types of individual retirement accounts, 401ks, and pension and profit-sharing plans. | Membre du Comité d'Investissement | 01/01/2012 |
| TCF FINANCIAL CORPORATION | Corporate Officer/Principal | - |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - |
Formation de Daniel Robert Aronson
| Skidmore College | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Tealwood Asset Management, Inc.
Tealwood Asset Management, Inc. Investment ManagersFinance Tealwood Asset Management, Inc. (Tealwood) is an independent wealth management firm and registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by George Hust in 1986. Tealwood primarily provides discretionary investment management services for separately managed accounts. Its clients consist of individuals, trusts, estates, corporations, and other types of businesses, charitable organizations, and qualified plans, such as various types of individual retirement accounts, 401ks, and pension and profit-sharing plans. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
TCF Financial Corp. /Old/
 TCF Financial Corp. /Old/ Major BanksFinance TCF Financial Corp. is the holding company for TCF National Bank, which engages in the provision of checking, savings, consumer loans, collecting funds, investing funds, managing funds, leasing and mortgage services. It also offers commercial real estate loans, commercial business loans and consumer loans. It operates business through three segments: Consumer Banking, Wholesale Banking and Enterprise Services. The Consumer Banking segment is comprised of all of the company's consumer-facing businesses and includes retail banking, consumer real estate and auto finance. The Wholesale Banking segment is comprised of commercial lending, leasing and equipment and inventory finance. The Enterprise Services is comprised of corporate treasury, which includes the Company's investment and borrowing portfolios and management of capital, debt and market risks; corporate functions such as information technology, risk and credit management, bank operations, finance, investor relations, corporate development, legal and human capital management. The company was founded on April 28, 1987 and is headquartered in Wayzata, MN. | Finance |
EPIQ Partners LLC
EPIQ Partners LLC Investment ManagersFinance EPIQ Partners LLC (EPIQ) is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded by Daniel R. Aronson in 2012. EPIQ provides comprehensive investment counseling for individuals, families, and related business entities. | Finance |
