![Daniel Eye](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Daniel Eye
Chief Investment Officer bei Fort Pitt Capital Group LLC
Profil
Mr. Daniel T.
Eye, CFA, is a Partner & Chief Investment Officer at Fort Pitt Capital Group LLC.
He has over 20 years of investment management experience.
He joined Fort Pitt in 2019 as part of a merger and spent his first 3 years working closely with the firm’s leadership to provide overall guidance of the firm’s investment management processes, including ongoing evaluation of the firm’s comprehensive investment strategies.
Mr. Eye began with J.P.
Morgan, where he actively managed discretionary portfolios for high-net-worth individuals.
From there, he went on to construct and manage customized portfolios for ultra-high net worth clients with a Philadelphia-based firm.
More recently, he served as Chief Investment Officer for Harrisburg-based RIA Roof Advisory Group.
He lead all strategic and tactical decision making, analysis, research, and the implementation and monitoring of the firm’s investment decisions and processes.
He received his undergraduate degree from Wilmington College.
Aktive Positionen von Daniel Eye
Unternehmen | Position | Beginn |
---|---|---|
Fort Pitt Capital Group LLC
![]() Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Chief Investment Officer | 01.09.2021 |
Ehemalige bekannte Positionen von Daniel Eye
Unternehmen | Position | Ende |
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Roof Advisory Group, Inc.
![]() Roof Advisory Group, Inc. Investment ManagersFinance Roof Advisory Group, Inc. is an independent wealth management firm headquartered in Harrisburg, Pennsylvania. The firm was founded in 1998 and they provide asset management services on a fee-only basis to individuals, trusts, not-for-profits, foundations, pension plans, and corporations. | Analyst-Equity | 30.10.2019 |
Zeke Capital Advisors LLC
![]() Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Portfolio Manager-Aktien | 01.11.2014 |
BNY Mellon Investment Servicing (US), Inc.
![]() BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey. | Corporate Officer/Principal | - |
Ausbildung von Daniel Eye
Wilmington College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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BNY Mellon Investment Servicing (US), Inc.
![]() BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey. | Finance |
Roof Advisory Group, Inc.
![]() Roof Advisory Group, Inc. Investment ManagersFinance Roof Advisory Group, Inc. is an independent wealth management firm headquartered in Harrisburg, Pennsylvania. The firm was founded in 1998 and they provide asset management services on a fee-only basis to individuals, trusts, not-for-profits, foundations, pension plans, and corporations. | Finance |
Zeke Capital Advisors LLC
![]() Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Finance |
Fort Pitt Capital Group LLC
![]() Fort Pitt Capital Group LLC Investment ManagersFinance Fort Pitt Capital Group LLC (Fort Pitt) is a SEC-registered investment headquartered in Pittsburgh, Pennsylvania. The firm was formed by Michael Blehar, Ted Bovard and Charles Smith in 2015 as the predecessor to Fort Pitt Capital Group, Inc., which was founded in 1995. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Fort Pitt provides investment management services to individual and institutional clients on both a discretionary and nondiscretionary basis. | Finance |