Daniel Edward Devine
Mitglied des Investmentausschusses bei Slatestone Wealth LLC
Profil
Mr. Daniel E.
Devine, CFA, is a Senior Portfolio Manager & Partner at Slatestone Wealth LLC.
He is responsible for custom investment management of a limited number of high-net worth families in the US and abroad each with its own unique set of investment goals and management guidelines.
Mr. Devine is also a member of the firm’s Investment Policy Committee where’s his four decades of working with an international clientele who face differing tax regimes and therefore unique portfolio structures is invaluable.
Mr. Devine began his investment management career in 1974 first as a Trader for a trust bank in Wilmington, Delaware and then as a Securities Analyst and Portfolio Manager with a couple of life insurance companies and a bank in Philadelphia.
In the mid-eighties, he joined a start-up US investment management unit of a very old Dutch merchant bank.
When that business was sold in the mid-nineties, he transferred within the bank to a start-up a new investment management unit for MeesPierson (Bahamas) Limited, a trust bank in Nassau, Bahamas.
Mr. Devine holds a BS in Finance from Pennsylvania State University in 1973 and his Juris Doctor from Delaware Law School in 1981.
He earned the prestigious Chartered Financial Analyst (CFA) designation along with a Law degree in 1981 and admission to the Pennsylvania and Federal Bar (currently inactive).
Aktive Positionen von Daniel Edward Devine
| Unternehmen | Position | Beginn |
|---|---|---|
Slatestone Wealth LLC
 Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Mitglied des Investmentausschusses | 01.09.2018 |
Ehemalige bekannte Positionen von Daniel Edward Devine
| Unternehmen | Position | Ende |
|---|---|---|
DDCO Holding, Inc.
 DDCO Holding, Inc. Investment ManagersFinance DDCO Holding, Inc. is an investment advisory firm headquartered in Delray Beach, Florida. The firm was founded as Daniel Devine & Co. in 2004 and is a subsidiary of Slatestone Wealth LLC, which is owned by Jeta Grove Partners LLC. DDCO Holding manages investment portfolios for individuals, individual IRA accounts, trusts, endowments and corporate entities. | Vorstandsvorsitzender | 01.08.2018 |
New Providence Asset Management Ltd.
 New Providence Asset Management Ltd. Investment ManagersFinance Founded in 2003, New Providence Asset Management Ltd. is an investment advisor located in Nassau, Bahamas. The firm provides discretionary investment management services to high net-worth individuals, pension plans, trusts, endowments and corporate entities. | Portfolio Manager-Aktien | 31.12.2012 |
Meespierson Bahamas Ltd.
 Meespierson Bahamas Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of The Bank of Nova Scotia, Meespierson Bahamas Ltd. is a Bahamian company that provides specialized trust services. The company is based in Nassau, the Bahamas. Meespierson Bahamas was acquired by The Bank of Nova Scotia from ageas SA/NV on February 04, 2003. | Corporate Officer/Principal | 30.05.2001 |
| MeesPierson, Inc. | Direktor der Forschung - Eigenkapital | 31.12.1994 |
| Penn Mutual Insurance Co. | Corporate Officer/Principal | 01.10.1983 |
Ausbildung von Daniel Edward Devine
| The Pennsylvania State University | Undergraduate Degree |
| University of Delaware | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 8 |
|---|---|
Meespierson Bahamas Ltd.
Meespierson Bahamas Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of The Bank of Nova Scotia, Meespierson Bahamas Ltd. is a Bahamian company that provides specialized trust services. The company is based in Nassau, the Bahamas. Meespierson Bahamas was acquired by The Bank of Nova Scotia from ageas SA/NV on February 04, 2003. | Miscellaneous |
New Providence Asset Management Ltd.
New Providence Asset Management Ltd. Investment ManagersFinance Founded in 2003, New Providence Asset Management Ltd. is an investment advisor located in Nassau, Bahamas. The firm provides discretionary investment management services to high net-worth individuals, pension plans, trusts, endowments and corporate entities. | Finance |
| Penn Mutual Insurance Co. | Finance |
Philadelphia American Life Insurance Co.
 Philadelphia American Life Insurance Co. Life/Health InsuranceFinance Part of New Era Enterprises, Inc., Philadelphia American Life Insurance Co. provides life insurance services. The company is based in Houston, TX. Philadelphia American Life Insurance was acquired by New Era Enterprises, Inc. from I.C.H. Corp. (California) on April 04, 1996. | Finance |
| MeesPierson, Inc. | Finance |
DDCO Holding, Inc.
DDCO Holding, Inc. Investment ManagersFinance DDCO Holding, Inc. is an investment advisory firm headquartered in Delray Beach, Florida. The firm was founded as Daniel Devine & Co. in 2004 and is a subsidiary of Slatestone Wealth LLC, which is owned by Jeta Grove Partners LLC. DDCO Holding manages investment portfolios for individuals, individual IRA accounts, trusts, endowments and corporate entities. | Finance |
Wells Fargo Delaware Trust Co., NA
 Wells Fargo Delaware Trust Co., NA Regional BanksFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Delaware Trust Co., NA operates as a nondepository trust company. The company is based in Wilmington, DE. | Finance |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
