Dan Weinberg
Analyst-Equity bei AllSquare Wealth Management LLC
Profil
Mr. Daniel M.
Weinberg is Chief Economist & Senior Financial Advisor at AllSquare Wealth Management LLC.
As a Wealth Manager, his primary responsibility is to construct and manage customized investment portfolios that are in line with his clients’ goals and objectives.
Additionally, he performs extensive research and analysis of the financial markets.
Mr. Weinberg was previously employed as Director of Asset Management by Goldman Sachs Asset Management LP and Director of Asset Management by The Ayco Co. LP.
He extensive background in investment management includes more than 20 years as Director of Asset Management for AYCO and Goldman Sachs.
During his active tenure with AYCO, he founded and developed a $3 billion investment division.
Mr. Weinberg received a Bachelor of Science degree in Industrial Relations from Ithaca College (1982), as well as a Master of Science in Taxation from SUNY Albany (1993) and a Master of Science in Wealth Counseling from the College for Financial Planning (1991).
Aktive Positionen von Dan Weinberg
| Unternehmen | Position | Beginn |
|---|---|---|
AllSquare Wealth Management LLC
 AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Analyst-Equity | - |
Ehemalige bekannte Positionen von Dan Weinberg
| Unternehmen | Position | Ende |
|---|---|---|
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Corporate Officer/Principal | - |
The Ayco Co. LP
 The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Corporate Officer/Principal | - |
Ausbildung von Dan Weinberg
| Ithaca College | Undergraduate Degree |
| State University of New York at Albany | Graduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth Management LLC (AllSquare Wealth) is an independent registered investment advisor headquartered in Albany, New York. Founded in 2010, AllSquare Wealth provides integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Finance |