![John Frederick Dalton](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>)
John Frederick Dalton
Analyst-Equity bei
Managed Asset Portfolios LLC
Profil
Mr. John F.
Dalton, CFA MBA, is an Assistant Portfolio Manager at Managed Asset Portfolios LLC.
(MAP).
He has over 23 years of industry experience and joined MAP’s Portfolio Management team in 2006.
He also services a select number of MAP’s Chicago area clients.
Previously, he worked for H&R Block Financial Advisors (formerly OLDE Discount Corporation) servicing approximately 150 families and institutions as well as managing large investment and servicing teams in Oak Lawn and Glenview, IL.
He earned a Bachelor’s degree with a Finance specialization from Marquette University and an MBA from the University of Chicago.
He is a Chartered Financial Analyst, member of the CFA Society of Chicago and Registered Investment Advisor Representative.
Aktive Positionen von John Frederick Dalton
| Unternehmen | Position | Beginn |
|---|---|---|
Managed Asset Portfolios LLC
 Managed Asset Portfolios LLC Investment ManagersFinance MAP is an active, value-driven, bottom-up investor that employs various fixed income, balanced, US-only, and global equity strategies. The firm only purchases securities in businesses that they believe have attractive fundamental value at the given price and sells when the price exceeds that fundamental value. They may seek to protect against downside risk through various techniques including selling covered call options and purchasing income-producing securities. | Analyst-Equity | 01.01.2006 |
Ehemalige bekannte Positionen von John Frederick Dalton
| Unternehmen | Position | Ende |
|---|---|---|
H&R Block Financial Advisors
 H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31.12.2005 |
Ausbildung von John Frederick Dalton
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
20
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Managed Asset Portfolios LLC
Managed Asset Portfolios LLC Investment ManagersFinance MAP is an active, value-driven, bottom-up investor that employs various fixed income, balanced, US-only, and global equity strategies. The firm only purchases securities in businesses that they believe have attractive fundamental value at the given price and sells when the price exceeds that fundamental value. They may seek to protect against downside risk through various techniques including selling covered call options and purchasing income-producing securities. | Finance |
