John Frederick Dalton

Analyst-Equity at Managed Asset Portfolios LLC

Finance

Consumer Services

Profile

Mr. John F.
Dalton, CFA MBA, is an Assistant Portfolio Manager at Managed Asset Portfolios LLC.
(MAP).
He has over 23 years of industry experience and joined MAP’s Portfolio Management team in 2006.
He also services a select number of MAP’s Chicago area clients.
Previously, he worked for H&R Block Financial Advisors (formerly OLDE Discount Corporation) servicing approximately 150 families and institutions as well as managing large investment and servicing teams in Oak Lawn and Glenview, IL.
He earned a Bachelor’s degree with a Finance specialization from Marquette University and an MBA from the University of Chicago.
He is a Chartered Financial Analyst, member of the CFA Society of Chicago and Registered Investment Advisor Representative.

John Frederick Dalton active positions

Companies	Position	Start
Managed Asset Portfolios LLC Managed Asset Portfolios LLC Investment ManagersFinance Managed Asset Portfolios LLC (MAP) is an independent, SEC-registered investment advisor headquartered in Rochester, Michigan. The firm was founded by Michael S. Dzialo in 2000. MAP provides investment advisory services to individuals, institutions, and financial advisors.	Analyst-Equity	01/01/2006

All active positions of John Frederick Dalton

Former positions of John Frederick Dalton

Companies	Position	End
H&R Block Financial Advisors H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research	Corporate Officer/Principal	31/12/2005

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Training of John Frederick Dalton

Marquette University	Undergraduate Degree
The University of Chicago	Masters Business Admin

Experiences
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Linked companies

Private companies	2
Managed Asset Portfolios LLC Managed Asset Portfolios LLC Investment ManagersFinance Managed Asset Portfolios LLC (MAP) is an independent, SEC-registered investment advisor headquartered in Rochester, Michigan. The firm was founded by Michael S. Dzialo in 2000. MAP provides investment advisory services to individuals, institutions, and financial advisors.	Finance
H&R Block Financial Advisors H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research	Finance

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