Dan le Email & Phone Number
Portfolio Manager, Wealth and Investment Management @ Boston Trust Walden Company
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Dan le Location
- Boston, MA, US
Dan le Work
- 2025 -now Portfolio Manager, Wealth and Investment Management @
- 2023 -2025 VP, Portfolio Manager, Public Equities @
- 2018 -2023 VP, Portfolio Manager, Alpha Plus and Managed Volatility @
- 2017 -2018 VP, Associate Portfolio Manager, Managed Volatility @
- 2015 -2016 AVP, Associate Portfolio Manager, Managed Volatility @
- 2014 -2014 AVP, Associate Portfolio Manager, Implementation @
- 2013 -2013 AVP, Portfolio Construction Analyst @
- 2011 -2012 Portfolio Construction Analyst @
- 2007 -2011 Associate @
- 2004 -2007 Account Manager @
Dan le Education
- Brown University
B.A. (Psychology)
2000-2004
Dan le Skills
- Equities
- Bloomberg
- Investments
- Asset Managment
- Financial Modeling
- Private Equity
- Portfolio Management
- Hedge Funds
- Mutual Funds
- Securities
- Valuation
- Asset Management
- Trading
- Investment Management
- Financial Services
- Alternative Investments
- Sales
- See 1+See Less
- Asset Allocation
- Microsoft Office
- Microsoft Excel
- Customer Service
Dan le Summary
- Dan le, based in Boston, MA, US, is currently a Portfolio Manager, Wealth and Investment Management at Boston Trust Walden Company. Dan le brings experience from previous roles at Acadian Asset Management. Dan le holds a 2000 - 2004 B.A. in Psychology @ Brown University. With a robust skill set that includes Equities, Bloomberg, Investments, Asset Managment, Financial Modeling and more. Dan le has 2 emails on RocketReach.
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