Dan James Suzuki

Mr. Dan J.
Suzuki, CFA, is a Deputy Chief Investment Officer & Chairman of the Investment Committee at Richard Bernstein Advisors LLC.
He is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs.
Prior to joining RBA, he worked at Bank of America-Merrill Lynch in Global Research for over 15 years, during a portion of which he worked closely with Rich Bernstein and Lisa Kirschner (RBA’s Director of Research).
Most recently, he was a senior equity strategist, where in addition to his in-depth analysis on valuation and sectors, he authored regular publications on the S&P 500 EPS Outlook and US Small and Mid-Cap Strategy.
Prior to working in strategy, he was a fundamental equity research analyst covering the Business Services sector.
He holds a BS in economics from Duke University, and has been a Chartered Financial Analyst charter holder since 2006.