Dan Botti
Chief Executive Officer at Peregrine Asset Advisers, Inc.
Profile
Mr. Daniel S.
Botti is a Principal, Investment Adviser, Portfolio Manager & Compliance Officer at Peregrine Asset Advisers, Inc. He is the principal and founder of Peregrine Asset Advisers.
He is the portfolio manager for the firm and he is responsible for constructing customized portfolios for Peregrine clients so that their assets can flourish.
He is the Chief Compliance officer for Peregrine.
This role insures that Peregrine will follow policies and procedures in the interests of their clients.
He and other Peregrine staff perform client reviews, updates, and financial planning.
Mr. Botti was previously employed as a Financial Consultant by Merrill Lynch & Co., Inc. /Old/.
He has a BA cum laude in Economics from The University of Colorado.
Dan Botti active positions
Companies | Position | Start |
---|---|---|
Peregrine Asset Advisers, Inc.
Peregrine Asset Advisers, Inc. Investment ManagersFinance Peregrine Asset Advisers, Inc. (Peregrine) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Dan Botti in 2001. Peregrine offers full time, investment management of assets for individuals, retirement plans, business organizations, and trusts. | Chief Executive Officer | 01/06/2001 |
Former positions of Dan Botti
Companies | Position | End |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Consultant / Advisor | 31/05/2001 |
Training of Dan Botti
The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Peregrine Asset Advisers, Inc.
Peregrine Asset Advisers, Inc. Investment ManagersFinance Peregrine Asset Advisers, Inc. (Peregrine) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Dan Botti in 2001. Peregrine offers full time, investment management of assets for individuals, retirement plans, business organizations, and trusts. | Finance |
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