Daniel Mannix

Investment Committee Member at

ProVise Management Group LLC

Finance

Consumer Services

Profile

Mr. Daniel Mannix, CFA, is a Senior Portfolio Manager at ProVise Management Group LLC.
He has over 10 years of experience across various financial markets.
He currently serves on the Merrill Lynch Wealth Management Center’s Advisory Board at the University of South Florida as well as on the Board of Trustees for Real Church.
Prior to joining ProVise, Mr. Mannix most recently spent seven years in institutional equity research at Raymond James & Associates covering the Regional Bank and Real Estate Investment Trust (REIT) sectors.
Prior to that, he served in various institutional sales and trading roles across multiple asset classes at JPMorgan Chase & Co., Goldman, Sachs & Co., and Deutsche Bank AG.
He has a Bachelor’s of Science in Finance degree from the University of South Florida.
He is also a member of the CFA Institute as well as the CFA Society Tampa Bay.

Daniel Mannix active positions

Companies	Position	Start
ProVise Management Group LLC ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors.	Investment Committee Member	29/02/2024

All active positions of Daniel Mannix

Former positions of Daniel Mannix

Companies	Position	End
Raymond James & Associates, Inc. Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/12/2019
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/10/2012
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	30/07/2010
Deutsche Bank Corp. Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.	Corporate Officer/Principal	30/10/2009

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Linked companies

Private companies	6
Raymond James & Associates, Inc. Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
ProVise Management Group LLC ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors.	Finance
University of South Florida University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Deutsche Bank Corp. Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.	Finance