Dan Bauer
Chief Investment Officer bei AllSquare Wealth Management LLC
Profil
Mr. Daniel D.
Bauer is a Principal at AllSquare Wealth Management LLC.
He also serves as the firm’s Chief Compliance Officer and Chief Investment Officer.
He has over 18 years of experience in the financial services industry and his primary responsibilities include investment portfolio management, investment account trading, strategic financial planning and creating investment policy statements for individuals and organizations.
Mr. Bauer earned his MSFA, from the College for Financial Planning (2007) and Bachelor of Science in Statistics from Cornell University (2001).
He earned his Certified Financial Planner certification in 2013.
Aktive Positionen von Dan Bauer
| Unternehmen | Position | Beginn |
|---|---|---|
AllSquare Wealth Management LLC
 AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Chief Investment Officer | 01.08.2010 |
Ausbildung von Dan Bauer
| The College for Financial Planning, Inc. | Graduate Degree |
| Cornell University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
