Dan Russo
Portfolio Manager-Equities at Potomac Fund Management, Inc.
Profile
Daniel Joseph Russo is currently working as a Portfolio Manager at Potomac Fund Management, Inc. He has previously worked as a Principal at Needham & Co. LLC, Susquehanna International Group LLP, and as a Trading Associate at Banc of America Specialist, Inc. He has an undergraduate degree from Long Island University and an MBA from Gabelli School of Business.
Dan Russo active positions
Companies | Position | Start |
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Potomac Fund Management, Inc.
Potomac Fund Management, Inc. Investment ManagersFinance Potomac Fund Management, Inc. (Potomac) is an independent, SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded by Richard Paul in 1987. Potomac provides investment advice to individuals, pensions, profit-sharing plans, trusts, estates, other investment advisors, and to corporations and other business entities. | Portfolio Manager-Equities | 28/02/2021 |
Former positions of Dan Russo
Companies | Position | End |
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Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Institutional Sales | 31/01/2018 |
Susquehanna International Group LLP
Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Corporate Officer/Principal | - |
Banc of America Specialist, Inc.
Banc of America Specialist, Inc. Investment Banks/BrokersFinance Banc of America Specialist, Inc. is an SEC-registered broker/dealer located in New York City. The firm is a subsidiary of NB Holdings Corp. Their ultimate parent is Bank of America Corp. (NYSE: BAC). Banc of America Specialist provides securities services on the New York Stock Exchange and assists with IPOs. The firm follows S&P 500 companies in several sectors including financial services, energy, consumer products, retail and telecommunications. Banc of America Specialist was originally founded in 1982 as Quick & Reilly Specialist, ultimately incorporating Conklin, Cahill & Co. and Colin Hockstin & Co. From 1990 until 1995, the firm acquired three prestigious specialist firms: Murphy, Marseilles Smith & Nammack, Stokes Hoyt & Co and Pforzheimer/Drexel Burnham Specialists. In 1995, Quick & Reilly Specialist was renamed JJC Specialist. In 1998, JJC Specialist was purchased by Fleet Boston Financial, which also acquired Merrill Lynch Specialist, and the firm was renamed Fleet Specialist. In 2000, FleetBoston Financial acquired MJ Meehan and merged the operations into Fleet Specialist. In 2004, Bank of America acquired FleetBoston Financial and Fleet Specialist became known as Banc of America Specialist, Inc. | Corporate Officer/Principal | - |
Training of Dan Russo
Long Island University | Undergraduate Degree |
Gabelli School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Needham & Co. LLC
Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Finance |
Susquehanna International Group LLP
Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Finance |
Potomac Fund Management, Inc.
Potomac Fund Management, Inc. Investment ManagersFinance Potomac Fund Management, Inc. (Potomac) is an independent, SEC-registered investment advisor headquartered in Miami, Florida. The firm was founded by Richard Paul in 1987. Potomac provides investment advice to individuals, pensions, profit-sharing plans, trusts, estates, other investment advisors, and to corporations and other business entities. | Finance |
Banc of America Specialist, Inc.
Banc of America Specialist, Inc. Investment Banks/BrokersFinance Banc of America Specialist, Inc. is an SEC-registered broker/dealer located in New York City. The firm is a subsidiary of NB Holdings Corp. Their ultimate parent is Bank of America Corp. (NYSE: BAC). Banc of America Specialist provides securities services on the New York Stock Exchange and assists with IPOs. The firm follows S&P 500 companies in several sectors including financial services, energy, consumer products, retail and telecommunications. Banc of America Specialist was originally founded in 1982 as Quick & Reilly Specialist, ultimately incorporating Conklin, Cahill & Co. and Colin Hockstin & Co. From 1990 until 1995, the firm acquired three prestigious specialist firms: Murphy, Marseilles Smith & Nammack, Stokes Hoyt & Co and Pforzheimer/Drexel Burnham Specialists. In 1995, Quick & Reilly Specialist was renamed JJC Specialist. In 1998, JJC Specialist was purchased by Fleet Boston Financial, which also acquired Merrill Lynch Specialist, and the firm was renamed Fleet Specialist. In 2000, FleetBoston Financial acquired MJ Meehan and merged the operations into Fleet Specialist. In 2004, Bank of America acquired FleetBoston Financial and Fleet Specialist became known as Banc of America Specialist, Inc. | Finance |
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