![Dan Tortola](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Tortola
Chief Investment Officer bei
Boston Research & Management, Inc.
Profil
Mr. Daniel F.
Tortola, CFA MBA, is a Chief Investment Officer at Boston Research & Management, Inc. He joined Boston Research and Management in 2007.
While his primary responsibility is equity research and analysis, he is also instrumental in portfolio management, asset allocation and trading operations.
Mr. Tortola earned the right to use the Chartered Financial Analyst (CFA) designation in June 2011 and is an active member of the CFA Institute.
In 2007, he received his MBA with a concentration in finance from Boston College and a Bachelor of Arts in economics at the College of the Holy Cross in Worcester, Massachusetts in 2001.
Aktive Positionen von Dan Tortola
| Unternehmen | Position | Beginn |
|---|---|---|
Boston Research & Management, Inc.
 Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management. | Chief Investment Officer | 01.01.2007 |
Ehemalige bekannte Positionen von Dan Tortola
| Unternehmen | Position | Ende |
|---|---|---|
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Corporate Officer/Principal | 31.12.2004 |
Ausbildung von Dan Tortola
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
88
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Boston Research & Management, Inc.
Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management. | Finance |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services | Finance |
College of the Holy Cross (Massachusetts)
 College of the Holy Cross (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
