Dan Bauer
Chief Investment Officer at AllSquare Wealth Management LLC
Profile
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.
Dan Bauer active positions
Companies | Position | Start |
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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 |
Training of Dan Bauer
The College for Financial Planning, Inc. | Graduate Degree |
Cornell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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 |
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