Dan Bauer
Chief Investment Officer at AllSquare Wealth Management LLC
Dan Bauer active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Compliance Officer | 01/08/2010 | - | |
| Trading-Equity | 01/08/2010 | - | |
| Portfolio Manager-Equities | 01/08/2010 | - |
Career history of Dan Bauer
Training of Dan Bauer
| The College for Financial Planning, Inc. | Graduate Degree |
| Cornell University | Undergraduate Degree |
Statistics
International
| United States | 3 |
| 2 |
Operational
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
| Trading-Equity | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- Dan Bauer
- Experience
