Daniel Lew
Chief Investment Officer bei DSS Wealth Management, Inc.
Aktive Positionen von Daniel Lew
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
DSS Wealth Management, Inc.
DSS Wealth Management, Inc. Investment ManagersFinance DSS Wealth Management, Inc., part of DSS, Inc., is a company headquartered in West Henrietta, NY. The firm provides investment advice. It was founded in 2021. Frank D. Heuszel has been the CEO since the company founding. | Chief Investment Officer | 01.05.2023 | - |
Portfolio Manager-Aktien | 01.05.2023 | - |
Karriereverlauf von Daniel Lew
Ehemalige bekannte Positionen von Daniel Lew
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
SunAmerica Asset Management LLC
SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Portfolio Manager-Aktien | 20.06.2005 | 01.02.2013 |
Citizens Advisers, Inc.
Citizens Advisers, Inc. Investment ManagersFinance Founded in 1982, Citizens Advisers is a privately-owned Portsmouth, New Hampshire corporation. Citizens was one of the first providers of socially responsible funds available to investors and offers a family of no-load mutual funds. They also offer separate account management. | Portfolio Manager-Aktien | 01.08.2003 | 31.05.2005 |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Analyst-Equity | 01.12.1997 | 30.07.2003 |
Rogerscasey, Inc.
Rogerscasey, Inc. Investment ManagersFinance Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT. | Corporate Officer/Principal | - | - |
Mercer William M Ltd.
Mercer William M Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Marsh & McLennan Cos., Inc., Mercer William M Ltd. is a consulting services provider. The company is based in Deerfield, IL. | Corporate Officer/Principal | - | - |
Ausbildung von Daniel Lew
The Trustees of Columbia University in The City of New York | Undergraduate Degree |
New York University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 9 |
Operativ
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Sektoral
Finance | 6 |
Consumer Services | 3 |
Commercial Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 6 |
---|---|
Citizens Advisers, Inc.
Citizens Advisers, Inc. Investment ManagersFinance Founded in 1982, Citizens Advisers is a privately-owned Portsmouth, New Hampshire corporation. Citizens was one of the first providers of socially responsible funds available to investors and offers a family of no-load mutual funds. They also offer separate account management. | Finance |
Mercer William M Ltd.
Mercer William M Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Marsh & McLennan Cos., Inc., Mercer William M Ltd. is a consulting services provider. The company is based in Deerfield, IL. | Commercial Services |
SunAmerica Asset Management LLC
SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Rogerscasey, Inc.
Rogerscasey, Inc. Investment ManagersFinance Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT. | Finance |
DSS Wealth Management, Inc.
DSS Wealth Management, Inc. Investment ManagersFinance DSS Wealth Management, Inc., part of DSS, Inc., is a company headquartered in West Henrietta, NY. The firm provides investment advice. It was founded in 2021. Frank D. Heuszel has been the CEO since the company founding. | Finance |
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