Dan Brown
Director of Investments at Richardson Capital Management LLC
Dan Brown active positions
Companies | Position | Start | End |
---|---|---|---|
Richardson Capital Management LLC
Richardson Capital Management LLC Investment ManagersFinance Part of Richardson Financial Group, Inc., Richardson Capital Management LLC provides investment advice. The company is based in Menomonee Falls, WI. | Investment Committee Member | 01/05/2017 | - |
Director of Investments | 01/05/2017 | - | |
Portfolio Manager-Equities | 01/05/2017 | - |
Career history of Dan Brown
Former positions of Dan Brown
Companies | Position | Start | End |
---|---|---|---|
Annex Advisory Services LLC
Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Investment Committee Member | 01/01/2013 | 01/05/2017 |
Portfolio Manager-Equities | 01/01/2013 | 01/05/2017 | |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Portfolio Manager-Equities | 01/01/1997 | 31/05/2012 |
Kemper Securities, Inc. | Corporate Officer/Principal | 01/01/1990 | - |
Bank Mutual
Bank Mutual Savings BanksFinance Part of Associated Banc-Corp, Bank Mutual operates as a federally chartered savings bank. The company is based in Milwaukee, WI. David A. Baumgarten has been the CEO of the company since 2010. | Corporate Officer/Principal | 31/12/1989 | 31/12/1989 |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Portfolio Manager-Equities | 01/05/2013 | - |
Training of Dan Brown
University of Wisconsin | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 2 |
Investment Committee Member | 2 |
Sectoral
Finance | 7 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Kemper Securities, Inc. | Finance |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Finance |
Bank Mutual
Bank Mutual Savings BanksFinance Part of Associated Banc-Corp, Bank Mutual operates as a federally chartered savings bank. The company is based in Milwaukee, WI. David A. Baumgarten has been the CEO of the company since 2010. | Finance |
Annex Advisory Services LLC
Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Finance |
Richardson Capital Management LLC
Richardson Capital Management LLC Investment ManagersFinance Part of Richardson Financial Group, Inc., Richardson Capital Management LLC provides investment advice. The company is based in Menomonee Falls, WI. | Finance |
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