Dan Burke has been a Managing Director of Asset Management at Abbot Downing since 2019. Additionally, the person has an employment history at more than five companies using similar skills. Dan has a total work experience of eight+ years. Dan studied at the University of Chicago Booth School of Business from 2012 to 2014. Dan has professional certification in Chartered Financial Analyst (Cfa). Chicago, Illinois is the place where Dan Burke currently lives. You can contact with Dan by searching for phone or email or get full information by requesting access to the person's details.
Name variants:
Daniel Burke
Last updated May 02, 2024
Contact Information
Last Update
Jul 7, 2022
Email
da**@abbotdowning.com, db**@gmail.com
Location
Chicago, IL
Company
Workplace
Managing Director of Asset Management
Minneapolis, MN
Industry
Investment Management, Management Consulting Services, Nonclassifiable Establishments
Colleagues
Work History
Managing Director of Asset Management
90 south 7Th St SUITE 5100, Minneapolis, MN 55402
from Mar 2019
Portfolio Manager, Vice President
90 south 7Th St SUITE 5100, Minneapolis, MN 55402
Manage investment risk, asset allocation, and security selection for ultra-high net worth families.
Sep 2011 — Nov 2014
Director, Portfolio Construction and Analytics
90 south 7Th St SUITE 5100, Minneapolis, MN 55402
Oversee strategic and tactical asset allocation guidance for taxable and tax-exempt model portfolios
Maintain focused list of conviction managers in traditional asset classes research and ...
from Nov 2014
Investment Analyst
90 south 7Th St SUITE 5100, Minneapolis, MN 55402
Researched and recommended foreign stock investments for the AD International Equity portfolio.
Jan 2007 — Sep 2011
Financial Advisor Associate
1585 Broadway, New York, NY 10003
Provided analytical support for a team of private wealth advisors with assets of $250 million under management.
Managed investment portfolios on an open-architecture platform, supporting a...
May 2005 — Dec 2006
Education
2007 — 2009
2002 — 2005
Occupations
Executive
Chief Executive Officer
Financial Broker
Portfolio Manager
Vice President
Security
Corporate Executive
Chief Executive
Investment Analyst
Financial Analyst
Skills
Portfolio Management
Asset Allocation
Investments
Equities
Investment Strategies
R
Risk Management
Financial Modeling
Asset Management
Investment Management
Securities
Wealth Management
Investment Advisory
Alternative Investments
Hedge Funds
Fixed Income
Valuation
Investment Research
Bloomberg
Matlab
FAQs about Dan Burke
What is the main profession of Dan Burke?
This professional's job is Managing Director of Asset Management
What jobs is Dan Burke a professional at?
The expert is a professional such jobs as Executive and Chief Executive Officer.
Where is Dan Burke currently located?
Dan Burke is located in Chicago, Illinois.
Does Dan Burke have the email address?
da**@abbotdowning.com and db**@gmail.com is Dan Burke's email address.
Where did Dan Burke work?
This expert worked at Abbot Downing, Abbot Downing.
Where has Dan Burke studied?
Dan studied at the University of Chicago Booth School of Business from 2012 to 2014.
What are the certifications of Dan Burke?
This professional received the following certifications: Chartered Financial Analyst (Cfa).
What is the industry that Dan Burke worked in?
This professional works in Investment Management industry.