![Dan Duca](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Duca
Portföljförvaltare-Aktier på
L. J. Altfest & Co., Inc.
Profil
Mr. Daniel J.
Duca is an Associate Director at L.
J.
Altfest & Co., Inc. He leads a team of advisors who help clients achieve their financial objectives through comprehensive investment management and financial planning.
He also works with many clients on all aspects of services provided by the firm.
He is a member of the firm's Executive Wealth Management Group and has a specialty in executive compensation, including stock options and deferred compensation.
Prior to joining L.
J.
Altfest & Co in 2013, Mr. Duca started his wealth management career in 2007 at AMG National Trust Bank, where he was involved in cash-flow, tax and retirement planning for high-net-worth clients.
He graduated from Villanova University with a BS in Business Administration with a concentration in finance.
Aktiva positioner av Dan Duca
| Företag | Position | Start |
|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance Altfest is an active, value-oriented investment approach that aims to reduce risk and achieve portfolio growth. The firm uses fundamental, technical, and cyclical analysis to select investments for their clients. They employ investment strategies involving both long-term and short-term purchases. | Portföljförvaltare-Aktier | 2013-05-01 |
Tidigare kända positioner av Dan Duca
| Företag | Position | Slut |
|---|---|---|
AMG National Trust Bank
 AMG National Trust Bank Investment ManagersFinance AMG takes a long-term approach to investing and creates highly customized portfolios that are tailored to clients and their financial situation. The firm looks at diversification, risk-adjusted return potential, and tax sensitivity to maximize the potential for each client to be successful. They use an intense quantitative and qualitative screening process to identify potential investments suitable for their clients. | Företagsledare/Principal | 2012-12-31 |
Dan Ducas utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
27
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
AMG National Trust Bank
AMG National Trust Bank Investment ManagersFinance AMG takes a long-term approach to investing and creates highly customized portfolios that are tailored to clients and their financial situation. The firm looks at diversification, risk-adjusted return potential, and tax sensitivity to maximize the potential for each client to be successful. They use an intense quantitative and qualitative screening process to identify potential investments suitable for their clients. | Finance |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance Altfest is an active, value-oriented investment approach that aims to reduce risk and achieve portfolio growth. The firm uses fundamental, technical, and cyclical analysis to select investments for their clients. They employ investment strategies involving both long-term and short-term purchases. | Finance |
