![Daniel Bergman](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>)
Profil
Daniel Bergman is currently a Research Associate at TD Securities (USA) LLC since 2024.
Formerly, Mr. Bergman was a Research Associate & Director at Cowen & Co. LLC from 2023 to 2024, an Equity Analyst at Jefferies LLC from 2021 to 2023, Vice President at Citigroup Global Markets, Inc. (Broker) from 2016 to 2021, Associate at VCP I Inc from 2006 to 2009, and held positions as Associate Analyst at UBS Securities LLC and Principal at Morgan Stanley Investment Management, Inc. Education includes an undergraduate degree from Harvard University and an MBA from The Wharton School of the University of Pennsylvania, conferred in 2010.
Aktive Positionen von Daniel Bergman
| Unternehmen | Position | Beginn |
|---|---|---|
TD Securities (USA) LLC
 TD Securities (USA) LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.03.2024 |
Ehemalige bekannte Positionen von Daniel Bergman
| Unternehmen | Position | Ende |
|---|---|---|
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.03.2024 |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.07.2023 |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.09.2021 |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.09.2016 |
VCP I Inc
 VCP I Inc Investment ManagersFinance VCP invests in middle market companies located in the United States. The firm focuses on sectors such as consumer, healthcare and business & technology services. It provides financing for buyout, MBO, carve-outs and growth capital requirements and acquires both control and minority investments. It also makes follow-on investments. | Private-Equity-Analyst | 31.12.2009 |
Ausbildung von Daniel Bergman
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
98
Beziehungen ersten Grades
9
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 9 |
|---|---|
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
TD Securities (USA) LLC
TD Securities (USA) LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
VCP I Inc
VCP I Inc Investment ManagersFinance VCP invests in middle market companies located in the United States. The firm focuses on sectors such as consumer, healthcare and business & technology services. It provides financing for buyout, MBO, carve-outs and growth capital requirements and acquires both control and minority investments. It also makes follow-on investments. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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