Profile
Mr. Daniel H.
Hincks, CFA, is a Vice President, Director & Portfolio Manager at Odlum Brown USA Investment Management Ltd. He serves on the firm’s Executive Committee.
He is the current Chair of Odlum Brown’s Investment Management Committee.
As a Portfolio Manager, he provides guidance and financial advice to clients through various life events over a client’s lifecycle.
He provides discretionary portfolio management and, with support from his team, financial planning, retirement, estate and tax planning services to clients.
He also helps maintain and grow the assets of investment corporations, trusts and non-profit organizations.
Prior to becoming a Portfolio Manager, Mr. Hincks was an Equity Analyst in Odlum Brown’s Research Department.
He joined Odlum Brown in July 2008.
He holds a Bachelor of Commerce (Honours) degree from Queen’s University and is a Chartered Financial Analyst (CFA) charterholder.
Dan Hincks active positions
| Companies | Position | Start |
|---|---|---|
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance OB USA and their Portfolio Managers primarily utilize a fundamental approach investment analysis. They always take a long-term view. | Investment Committee Member | - |
Former positions of Dan Hincks
| Companies | Position | End |
|---|---|---|
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance OB USA and their Portfolio Managers primarily utilize a fundamental approach investment analysis. They always take a long-term view. | Analyst-Equity | - |
Odlum Brown Ltd.
Odlum Brown Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Training of Dan Hincks
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance OB USA and their Portfolio Managers primarily utilize a fundamental approach investment analysis. They always take a long-term view. | Finance |
Odlum Brown Ltd.
Odlum Brown Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Queen's University
Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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