Dan Wilcockson

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Finance

Consumer Services

Profile

Daniel Wilcockson worked as an Investment Analyst at Aviva Investors Americas LLC from 2019 to 2021.
Prior to that, he worked as an Associate at Agilis Partners LLC.
He received his undergraduate degree from the University of Birmingham in 2019.

Former positions of Dan Wilcockson

Companies	Position	End
Aviva Investors Americas LLC Aviva Investors Americas LLC Investment ManagersFinance AIA is an actively responsible investor and invests with conviction for the long-term. The firm employs a team-based approach in the management of their investment strategies, which includes both the Portfolio Management Team and the Research Team. Across the firm, the Portfolio Management Team is accountable for making final investment decisions. While the Portfolio Management Team is also ultimately responsible for the asset allocation, portfolio construction and security selection decisions, the Research Team provides valuable insights and heavily influences these decisions.	Analyst-Equity	31/01/2021
Agilis Partners LLC Agilis Partners LLC Investment ManagersFinance PEP utilizes a variety of methods and strategies to make investment decisions and recommendations. Their broad investment management skills offer exposure to UK, European, global and emerging markets equities, as well as a macro-focused multi-asset strategy. The firm invests client assets against very well-defined objectives, such as outperforming a benchmark based on a client’s long-term liability profile. Portfolio asset allocations are customized based on each client’s unique requirements.	Analyst-Equity	-

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Private companies	3
Aviva Investors Americas LLC Aviva Investors Americas LLC Investment ManagersFinance AIA is an actively responsible investor and invests with conviction for the long-term. The firm employs a team-based approach in the management of their investment strategies, which includes both the Portfolio Management Team and the Research Team. Across the firm, the Portfolio Management Team is accountable for making final investment decisions. While the Portfolio Management Team is also ultimately responsible for the asset allocation, portfolio construction and security selection decisions, the Research Team provides valuable insights and heavily influences these decisions.	Finance
University of Birmingham University of Birmingham Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Agilis Partners LLC Agilis Partners LLC Investment ManagersFinance PEP utilizes a variety of methods and strategies to make investment decisions and recommendations. Their broad investment management skills offer exposure to UK, European, global and emerging markets equities, as well as a macro-focused multi-asset strategy. The firm invests client assets against very well-defined objectives, such as outperforming a benchmark based on a client’s long-term liability profile. Portfolio asset allocations are customized based on each client’s unique requirements.	Finance