Profile
Prior to joining RBC Global Asset Management in 2008, Mr. Klus worked for an independent registered investment advisor and a major regional bank, focusing on the investment needs of both public and private entities.
He began working in the financial services industry in 1992 and has concentrated on institutional client service and business development since 2000.
Mr. Klus earned a BSBA in Management from Xavier University.
He is a member of a school board and several local charitable organizations.
Former positions of Dan W. Klus
| Companies | Position | End |
|---|---|---|
AlphaMark Advisors LLC
AlphaMark Advisors LLC Investment ManagersFinance AlphaMark Advisors’ strategy is driven by investing in high quality companies and maintaining a prudent sell discipline. Their investment philosophy emphasizes long-term performance over short-term fluctuations. The firm invests in individual equities, mutual funds and ETFs to create a well-balanced portfolio. They use a variety of analytical tools to conduct internal investment research. | Corporate Officer/Principal | 31/10/2008 |
Alps Securities, Inc. /Co/
Alps Securities, Inc. /Co/ Investment Banks/BrokersFinance Alps Securities, Inc. /Co/ is a private company based in Denver, CO. | Corporate Officer/Principal | 31/05/2006 |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 31/12/1993 |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Sales & Marketing | - |
Training of Dan W. Klus
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Finance |
AlphaMark Advisors LLC
AlphaMark Advisors LLC Investment ManagersFinance AlphaMark Advisors’ strategy is driven by investing in high quality companies and maintaining a prudent sell discipline. Their investment philosophy emphasizes long-term performance over short-term fluctuations. The firm invests in individual equities, mutual funds and ETFs to create a well-balanced portfolio. They use a variety of analytical tools to conduct internal investment research. | Finance |
Alps Securities, Inc. /Co/
Alps Securities, Inc. /Co/ Investment Banks/BrokersFinance Alps Securities, Inc. /Co/ is a private company based in Denver, CO. | Finance |
Xavier University
Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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