D. McDade Email & Phone Number
Vice President, Portfolio Consultant @ Natixis Investment Managers
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D. McDade Location
- United States
D. McDade Work
- 2015 -now Vice President, Portfolio Consultant @
- 2015 -now Vice President, Portfolio Consultant @ Natixis Investment Managers Solutions
- 2011 -2015 Portfolio Manager @ Sail Loft Capital Management, LLC
- 2009 -2011 Vice President, Director of Wealth Management @ North American Management Corporation
- 2008 -2008 Consultant @ Meketa Investment Group
- 2007 -2008 Senior Financial Planner @ Crosby Advisors (Fidelity Investments)
- 2005 -2007 Implementation Manager @ Fidelity Family Office Services (FFOS)
- 1992 -2002 Vice President, Senior Account Executive @
D. McDade Education
- Colby College
BA (Economics & History)
1983-1987 - London School of Economics and Political Science
General Course (Economic History)
1985-1986 - Boston University
- The London School of Economics and Political Science (LSE)
D. McDade Skills
- Alternative Investments
- Asset Allocation
- Wealth Management
- Mutual Funds
- Portfolio Management
- Certified Financial Planner
- Series 63
- Securities
- Investment Management
- Investments
- Asset Management
- Equities
- Hedge Funds
- Fixed Income
- Financial Planning
- Risk Management
- Investment Advisory
D. McDade Summary
- D. McDade, based in United States, is currently a Vice President, Portfolio Consultant at Natixis Investment Managers. D. McDade brings experience from previous roles at Natixis Investment Managers Solutions, Sail Loft Capital Management, LLC, North American Management Corporation and Meketa Investment Group. D. McDade holds a 1983 - 1987 BA in Economics & History @ Colby College. With a robust skill set that includes Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management and more. D. McDade has 3 emails on RocketReach.
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