![Dan E. Owczarski](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Career history of Dan E. Owczarski
Former positions of Dan E. Owczarski
Companies | Position | Start | End |
---|---|---|---|
DISCERN Investment Analytics, Inc.
![]() DISCERN Investment Analytics, Inc. Investment ManagersFinance Founded in 2008, DISCERN Investment Analytics, Inc. is an independent investment research firm located in San Francisco, California. The firm's provides technology-enabled investment research for professional fund managers. DISCERN's research is developed using external experts, information analytics tools and proprietary data streams. They seek to identify trends and investment opportunities in emerging markets just over the long-term horizon. DISCERN partners with a variety of external experts, data service companies and financial technology providers and employs a variety of fundamental and quantitative sources of proprietary global information. The firm's partners include: AlphaTheory, Altos Research, Monvia and Summit View Partners. | Analyst-Equity | 31/10/2011 | 31/01/2014 |
Avondale Partners LLC
![]() Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Analyst-Equity | 30/11/2007 | 29/07/2011 |
Soleil Securities Corp.
![]() Soleil Securities Corp. Investment Banks/BrokersFinance Founded in 2003, Soleil Securities Corp. is a broker/dealer headquartered in New York City. The firm is a subsidiary of Ticonderoga Securities LLC and their ultimate parent is Cayman Islands-based GEROVA Financial Group Ltd. (NYSE: GFC). Soleil Securities Corp. is a member of FINRA and the SIPC. The firm offers in-depth company-specific equity research to institutional clients. They provide coverage across a variety of significant growth sectors of the economy. Soleil Securities Corp.'s research process integrates macroeconomic considerations with investment-relevant policy insights. They seek to produce alpha-generating, actionable information that can help their clients achieve their investment objectives. The firm covers the following industries: (1) basic materials including agricultural chemicals, specialty chemicals and paper/forest products (2) capital goods and industrials including autos and auto parts (3) consumer including gaming, lodging, eTravel, agribusiness, sustainable agriculture, specialty foods, specialty retail, homebuilders and retailing/automotive (4) financial institutions including financial services, property and casualty and regional banks (5) healthcare including pharmaceuticals, medical technology, biotechnology and medical devices (6) special situations (7) strategy and policy (8) technology including software/Internet, semiconductors and solar power (9) telecommunications and telecommunications equipment (10) transportation (11) airlines and (12) utilities | Analyst-Equity | 30/09/2003 | 29/11/2007 |
Ryan, Beck & Co., Inc.
![]() Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Ryan, Beck & Co., Inc. was founded in 1946. They are headquartered in Florham Park, New Jersey with additional offices in Atlanta, Georgia, Boca Raton, Florida, Conshohocken, Pennsylvania, New York City, and Richmond, Virginia. | Director of Research - Equity | - | 30/09/2004 |
KPMG Peat Marwick LLP | Corporate Officer/Principal | - | 30/09/2004 |
Delano Group Securities LLC
![]() Delano Group Securities LLC Investment Banks/BrokersFinance Founded by David Asplund, Delano Group Securities LLC is a broker/dealer located in Wilmette, Illinois. | Corporate Officer/Principal | 29/09/2003 | 29/09/2003 |
Belmont Harbor Capital LLC
![]() Belmont Harbor Capital LLC Investment Banks/BrokersFinance Belmont Harbor Capital LLC is an independent equity research firm that is affiliated with Soleil Group Securities. They focus on small- to mid-sized emerging healthcare companies and institutional investors with a healthcare investment interest. Belmont is located in Chicago. | Analyst-Equity | 28/02/2002 | 30/10/2002 |
Director of Research - Equity | 28/02/2002 | 30/10/2002 | |
Corporate Officer/Principal | 28/02/2002 | 30/10/2002 | |
Gruntal & Co. LLC | Corporate Officer/Principal | 29/02/2000 | - |
First Union Corp. | Corporate Officer/Principal | - | - |
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Training of Dan E. Owczarski
University of Illinois | Masters Business Admin |
Statistics
International
United States | 12 |
Operational
Corporate Officer/Principal | 6 |
Analyst-Equity | 4 |
Director of Research - Equity | 2 |
Sectoral
Finance | 9 |
Commercial Services | 2 |
Government | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 10 |
---|---|
Belmont Harbor Capital LLC
![]() Belmont Harbor Capital LLC Investment Banks/BrokersFinance Belmont Harbor Capital LLC is an independent equity research firm that is affiliated with Soleil Group Securities. They focus on small- to mid-sized emerging healthcare companies and institutional investors with a healthcare investment interest. Belmont is located in Chicago. | Finance |
Ryan, Beck & Co., Inc.
![]() Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Ryan, Beck & Co., Inc. was founded in 1946. They are headquartered in Florham Park, New Jersey with additional offices in Atlanta, Georgia, Boca Raton, Florida, Conshohocken, Pennsylvania, New York City, and Richmond, Virginia. | Finance |
KPMG Peat Marwick LLP | Commercial Services |
Soleil Securities Corp.
![]() Soleil Securities Corp. Investment Banks/BrokersFinance Founded in 2003, Soleil Securities Corp. is a broker/dealer headquartered in New York City. The firm is a subsidiary of Ticonderoga Securities LLC and their ultimate parent is Cayman Islands-based GEROVA Financial Group Ltd. (NYSE: GFC). Soleil Securities Corp. is a member of FINRA and the SIPC. The firm offers in-depth company-specific equity research to institutional clients. They provide coverage across a variety of significant growth sectors of the economy. Soleil Securities Corp.'s research process integrates macroeconomic considerations with investment-relevant policy insights. They seek to produce alpha-generating, actionable information that can help their clients achieve their investment objectives. The firm covers the following industries: (1) basic materials including agricultural chemicals, specialty chemicals and paper/forest products (2) capital goods and industrials including autos and auto parts (3) consumer including gaming, lodging, eTravel, agribusiness, sustainable agriculture, specialty foods, specialty retail, homebuilders and retailing/automotive (4) financial institutions including financial services, property and casualty and regional banks (5) healthcare including pharmaceuticals, medical technology, biotechnology and medical devices (6) special situations (7) strategy and policy (8) technology including software/Internet, semiconductors and solar power (9) telecommunications and telecommunications equipment (10) transportation (11) airlines and (12) utilities | Finance |
Avondale Partners LLC
![]() Avondale Partners LLC Investment Banks/BrokersFinance Avondale Partners LLC is an independent broker/dealer headquartered in Nashville, Tennessee with additional offices across the US. The firm was founded by Robert Shepherd and Philip Krebs in 2001. Avondale Partners provides financial advisory services as well as equity and fixed income underwriting and private placement services to public and private companies throughout the US, Canada and Europe. They focus on middle-market companies in the healthcare sector. | Finance |
Gruntal & Co. LLC | Government |
Everen Securities, Inc. | Finance |
First Union Corp. | Finance |
DISCERN Investment Analytics, Inc.
![]() DISCERN Investment Analytics, Inc. Investment ManagersFinance Founded in 2008, DISCERN Investment Analytics, Inc. is an independent investment research firm located in San Francisco, California. The firm's provides technology-enabled investment research for professional fund managers. DISCERN's research is developed using external experts, information analytics tools and proprietary data streams. They seek to identify trends and investment opportunities in emerging markets just over the long-term horizon. DISCERN partners with a variety of external experts, data service companies and financial technology providers and employs a variety of fundamental and quantitative sources of proprietary global information. The firm's partners include: AlphaTheory, Altos Research, Monvia and Summit View Partners. | Finance |
Delano Group Securities LLC
![]() Delano Group Securities LLC Investment Banks/BrokersFinance Founded by David Asplund, Delano Group Securities LLC is a broker/dealer located in Wilmette, Illinois. | Finance |
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