Dan Mento Email & Phone Number
Portfolio Manager @ HB Wealth
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Dan Mento Location
- Towson, MD, US
Dan Mento Work
- Portfolio Manager @ (January 2025 - Present)
- Portfolio Manager @ (April 2021 - January 2025)
- Fixed Income Analyst @ Pinnacle Advisory Group (January 2018 - April 2021)
- Portfolio Trader @ Pinnacle Advisory Group (November 2015 - December 2017)
- Investment Accountant II @ (August 2015 - November 2015)
- Global Equity Fund Accounting Associate @ (June 2014 - August 2015)
Dan Mento Education
- James Madison University
Bachelor of Business Administration (Finance major, with Financial Analysis concentration)
2010-2014
Dan Mento Skills
- Bloomberg
- Capital Markets
- ETFs
- Fixed Income
- Fixed Income Analysis
- Global Macro
- Golf
- Investment Management
- Investment Strategies
- Microsoft Excel
- Morningstar
- Portfolio Management
- Public Speaking
- Research
- Trading
Dan Mento Summary
- Dan Mento, based in Towson, MD, US, is currently a Portfolio Manager at HB Wealth. Dan Mento brings experience from previous roles at WMS Partners is now part of HB Wealth, Pinnacle Advisory Group and BNY Mellon. Dan Mento holds a 2010 - 2014 Bachelor of Business Administration in Finance major, with Financial Analysis concentration @ James Madison University. With a robust skill set that includes Bloomberg, Capital Markets, ETFs, Fixed Income, Fixed Income Analysis and more. Dan Mento has 3 emails and 2 mobile phone numbers on RocketReach.
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