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Profil
Mr. Daniel S.
Oh was previously employed as a Vice President & Portfolio Manager by Osterweis Capital Management, Inc., a Director of Fixed Income by Estabrook Capital Management LLC, a Trader by Merrill Lynch & Co., Inc. /Old/, a Principal by Morgan Stanley & Co. LLC, and a Principal by Seneca Financial Group, Inc.
He received his undergraduate degree from The Trustees of Columbia University in The City of New York and an MBA from the University of Michigan.
Anciens postes connus de Daniel Sepil Oh
| Sociétés | Poste | Fin |
|---|---|---|
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Portfolio Manager-Fixed Income | 31/12/2023 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Seneca Financial Group, Inc.
 Seneca Financial Group, Inc. Investment Banks/BrokersFinance Provides financial and operational restructuring services | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Estabrook Capital Management LLC
 Estabrook Capital Management LLC Investment ManagersFinance Estabrook constructs client investment portfolios with a consistent and disciplined process with the goal of preserving and building wealth over time. The firm is a long-term investor and employs a top-down investment discipline that drives their sector allocation and fundamental stock selection. | Head-Fixed Income Invts | - |
Formation de Daniel Sepil Oh
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Finance |
Seneca Financial Group, Inc.
Seneca Financial Group, Inc. Investment Banks/BrokersFinance Provides financial and operational restructuring services | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Estabrook Capital Management LLC
Estabrook Capital Management LLC Investment ManagersFinance Estabrook constructs client investment portfolios with a consistent and disciplined process with the goal of preserving and building wealth over time. The firm is a long-term investor and employs a top-down investment discipline that drives their sector allocation and fundamental stock selection. | Finance |
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