Dan James Suzuki
Chief Investment Officer at Richard Bernstein Advisors LLC
Profile
Mr. Dan J.
Suzuki, CFA, is a Deputy Chief Investment Officer & Chairman of the Investment Committee at Richard Bernstein Advisors LLC.
He is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs.
Prior to joining RBA, he worked at Bank of America-Merrill Lynch in Global Research for over 15 years, during a portion of which he worked closely with Rich Bernstein and Lisa Kirschner (RBA’s Director of Research).
Most recently, he was a senior equity strategist, where in addition to his in-depth analysis on valuation and sectors, he authored regular publications on the S&P 500 EPS Outlook and US Small and Mid-Cap Strategy.
Prior to working in strategy, he was a fundamental equity research analyst covering the Business Services sector.
He holds a BS in economics from Duke University, and has been a Chartered Financial Analyst charter holder since 2006.
Dan James Suzuki active positions
Companies | Position | Start |
---|---|---|
Richard Bernstein Advisors LLC
Richard Bernstein Advisors LLC Investment ManagersFinance Richard Bernstein Advisors LLC (RBA) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Bernstein in 2009. RBA offers investment advisory services to individuals, pension and profit-sharing plans, investment companies, state or municipal government entities, insurance companies, charitable organizations, registered investment companies, investment advisers, corporations and other business entities, model portfolio providers and other financial intermediaries. | Chief Investment Officer | 31/12/2019 |
Former positions of Dan James Suzuki
Companies | Position | End |
---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Market Strategist | - |
Training of Dan James Suzuki
Duke University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
Richard Bernstein Advisors LLC
Richard Bernstein Advisors LLC Investment ManagersFinance Richard Bernstein Advisors LLC (RBA) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Bernstein in 2009. RBA offers investment advisory services to individuals, pension and profit-sharing plans, investment companies, state or municipal government entities, insurance companies, charitable organizations, registered investment companies, investment advisers, corporations and other business entities, model portfolio providers and other financial intermediaries. | Finance |
- Stock Market
- Insiders
- Dan James Suzuki