Dan Cassell

Mitglied des Investmentausschusses bei Baker Avenue Asset Management LP

Finance

Consumer Services

Aktive Positionen von Dan Cassell

Unternehmen	Position	Beginn	Ende
Baker Avenue Asset Management LP Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.	Mitglied des Investmentausschusses	01.07.2015	-
	Portfolio Manager-Aktien	01.07.2015	-
	Marktstratege	01.07.2015	-

Unternehmen	Position	Beginn	Ende
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Corporate Officer/Principal	-	-

Santa Clara University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Investment Committee Member	1
Portfolio Manager-Equities	1
Market Strategist	1

Sektoral

Finance	3
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	2
Baker Avenue Asset Management LP Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.	Finance
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Finance

Private Unternehmen

Finance