Dan Brown

Director of Investments bei

Richardson Capital Management LLC

Finance

Consumer Services

Profil

Mr. Daniel P.
Brown, CFA, is a Director of Investment Management at Richardson Capital Management LLC.
His responsibilities include investment research and portfolio management.
In addition, he serves as a senior member of the client relationship team.
He also serves as a Member of the firm’s Executive Committee and Investment Committee.
He is responsible for overseeing the management of the investment strategies utilized in client portfolios.
This includes investment due diligence/selection, portfolio construction, asset allocation and rebalancing of client portfolios.
He joined Richardson in May 2017 with over 20 years of investment management experience managing diversified portfolios, equity mutual funds and separate account strategies.
Mr. Brown was previously employed as a Vice President by Harris Investment Management, Inc., an Investment Officer by Annex Advisory Services LLC, a Vice President by M&I Investment Management Corp., an Analyst by Kemper Securities, Inc., and a Bank Auditor by Bank Mutual.
He earned his BBA from the University of Wisconsin – Milwaukee where he majored in Finance.

Aktive Positionen von Dan Brown

Unternehmen	Position	Beginn
Richardson Capital Management LLC Richardson Capital Management LLC Investment ManagersFinance Provides investment advice	Director of Investments	01.05.2017

Alle aktiven Positionen von Dan Brown

Ehemalige bekannte Positionen von Dan Brown

Unternehmen	Position	Ende
Annex Advisory Services LLC Annex Advisory Services LLC Investment ManagersFinance Annex builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation. The firm’s investment decisions are guided by its Investment Policy Committee.	Mitglied des Investmentausschusses	01.05.2017
M&I Investment Management Corp. M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates.	Portfolio Manager-Aktien	31.05.2012
Kemper Securities, Inc. Kemper Securities, Inc. Investment Banks/BrokersFinance Retail brokerage services	Corporate Officer/Principal	-
Bank Mutual Bank Mutual Savings BanksFinance Operates as a federally chartered savings bank	Corporate Officer/Principal	31.12.1989
Harris Investment Management, Inc. Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice	Portfolio Manager-Aktien	-

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Private Unternehmen	7
M&I Investment Management Corp. M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates.	Finance
Harris Investment Management, Inc. Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice	Finance
Kemper Securities, Inc. Kemper Securities, Inc. Investment Banks/BrokersFinance Retail brokerage services	Finance
Annex Advisory Services LLC Annex Advisory Services LLC Investment ManagersFinance Annex builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation. The firm’s investment decisions are guided by its Investment Policy Committee.	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank Mutual Bank Mutual Savings BanksFinance Operates as a federally chartered savings bank	Finance
Richardson Capital Management LLC Richardson Capital Management LLC Investment ManagersFinance Provides investment advice	Finance