Daniel Lew
Chief Investment Officer at DSS Wealth Management, Inc.
Profile
Daniel Lew is currently the Chief Investment Officer & Portfolio Manager at DSS Wealth Management, Inc. He previously worked as a Senior Analyst at Strong Capital Management, Inc. from 1997 to 2003.
From 2005 to 2013, he served as a Senior Vice President & Portfolio Manager at SunAmerica Asset Management LLC.
Daniel also held positions as a Principal at Rogerscasey, Inc. and as a Consultant at Mercer William M Ltd.
Additionally, he worked as a Portfolio Manager at Citizens Advisers, Inc. from 2003 to 2005.
Mr. Lew obtained his undergraduate degree from The Trustees of Columbia University in The City of New York in 1985 and earned an MBA from New York University in 1989.
Daniel Lew active positions
Companies | Position | Start |
---|---|---|
DSS Wealth Management, Inc.
DSS Wealth Management, Inc. Investment ManagersFinance DSS Wealth Management, Inc., part of DSS, Inc., is a company headquartered in West Henrietta, NY. The firm provides investment advice. It was founded in 2021. Frank D. Heuszel has been the CEO since the company founding. | Chief Investment Officer | 30/04/2023 |
Former positions of Daniel Lew
Companies | Position | End |
---|---|---|
SunAmerica Asset Management LLC
SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Portfolio Manager-Equities | 31/01/2013 |
Citizens Advisers, Inc.
Citizens Advisers, Inc. Investment ManagersFinance Founded in 1982, Citizens Advisers is a privately-owned Portsmouth, New Hampshire corporation. Citizens was one of the first providers of socially responsible funds available to investors and offers a family of no-load mutual funds. They also offer separate account management. | Portfolio Manager-Equities | 30/05/2005 |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Analyst-Equity | 29/07/2003 |
Rogerscasey, Inc.
Rogerscasey, Inc. Investment ManagersFinance Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT. | Corporate Officer/Principal | - |
Mercer William M Ltd.
Mercer William M Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Marsh & McLennan Cos., Inc., Mercer William M Ltd. is a consulting services provider. The company is based in Deerfield, IL. | Corporate Officer/Principal | - |
Training of Daniel Lew
The Trustees of Columbia University in The City of New York | Undergraduate Degree |
New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Citizens Advisers, Inc.
Citizens Advisers, Inc. Investment ManagersFinance Founded in 1982, Citizens Advisers is a privately-owned Portsmouth, New Hampshire corporation. Citizens was one of the first providers of socially responsible funds available to investors and offers a family of no-load mutual funds. They also offer separate account management. | Finance |
Mercer William M Ltd.
Mercer William M Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Marsh & McLennan Cos., Inc., Mercer William M Ltd. is a consulting services provider. The company is based in Deerfield, IL. | Commercial Services |
SunAmerica Asset Management LLC
SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by American International Group, Inc. (NYSE: AIG). SAAMCo offers investment management and advisory services to open-end US registered investment companies and to an offshore, wholly-owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Rogerscasey, Inc.
Rogerscasey, Inc. Investment ManagersFinance Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT. | Finance |
DSS Wealth Management, Inc.
DSS Wealth Management, Inc. Investment ManagersFinance DSS Wealth Management, Inc., part of DSS, Inc., is a company headquartered in West Henrietta, NY. The firm provides investment advice. It was founded in 2021. Frank D. Heuszel has been the CEO since the company founding. | Finance |
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