Dan Barton
Director of Research - Fxd Inc at Insight North America LLC
Profile
Mr. Daniel A.
Barton, CFA MBA, is a Head of Research of Municipal Bonds at Insight North America LLC.
He joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight.
Mr. Barton has worked in the investment industry since 2000.
He is the Head of Research for tax-exempt bonds.
In addition to his research responsibilities covering utilities, project finance, tobacco securitization, charter schools and corporate backed bonds, he co-manages several state-specific and credit-specific tax-exempt bond portfolios.
Prior to joining Mellon Investments, Mr. Barton was a Municipal Credit Analyst at Columbia Management Group.
Previously, he was a Chemical Engineer with Stone & Webster.
He earned a BS in chemical engineering from Rensselaer Polytechnic Institute and an MBA from Bentley College.
He is a CFA charterholder and is a member of the CFA Society Boston.
Dan served as the President of the Boston Municipal Analyst Forum in 2020 and is currently on the Board of the National Federation of Municipal Analysts.
Dan Barton active positions
| Companies | Position | Start |
|---|---|---|
Insight North America LLC
 Insight North America LLC Investment ManagersFinance Insight North America LLC (INA), dba Insight Investments, is a SEC-registered investment advisor headquartered in New York City. Formerly known as Pareto New York LLC, the firm was founded in 2004 and is a subsidiary of Mellon Global Investment Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). INA provides discretionary and non-discretionary investment advisory services to institutional, individuals, high-net-worth and individual investors in the form of separate account and pooled vehicles. | Director of Research - Fxd Inc | 31/08/2021 |
Former positions of Dan Barton
| Companies | Position | End |
|---|---|---|
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Director of Research - Fxd Inc | 30/08/2021 |
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Analyst-Fixed Income | 30/01/2018 |
| BNY MELLON STRATEGIC MUNICIPALS, INC. | Corporate Officer/Principal | - |
Training of Dan Barton
| Bentley University | Masters Business Admin |
| Rensselaer Polytechnic Institute | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
BNY Mellon Strategic Municipals, Inc.
 BNY Mellon Strategic Municipals, Inc. Investment Trusts/Mutual FundsMiscellaneous BNY Mellon Strategic Municipals, Inc. is a closed-end investment fund and investment trust. The fund's investment objective is to maximize current income exempt from federal income tax to the extent consistent with the preservation of capital. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Finance |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Finance |
Insight North America LLC
Insight North America LLC Investment ManagersFinance Insight North America LLC (INA), dba Insight Investments, is a SEC-registered investment advisor headquartered in New York City. Formerly known as Pareto New York LLC, the firm was founded in 2004 and is a subsidiary of Mellon Global Investment Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). INA provides discretionary and non-discretionary investment advisory services to institutional, individuals, high-net-worth and individual investors in the form of separate account and pooled vehicles. | Finance |
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