Dan K. Lewenberg

Finance

Consumer Services

Profile

Mr. Dan K.
Lewenberg is an Analyst at Delphi Management, Inc. Mr. Lewenberg began at Delphi in March 2005 after working for a year as an assistant portfolio manager at Capital Advisors Group in Newton, MA.
He received a BA from Colgate University in 1999 in Environmental Biology with an Economics minor, followed by an MA in Economics from Tufts University in 2003.

Former positions of Dan K. Lewenberg

Companies	Position	End
Delphi Management, Inc. Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis.	Analyst-Equity	2013-02-27
Capital Advisors Group, Inc. Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations.	Corporate Officer/Principal	2005-12-30

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Training of Dan K. Lewenberg

Colgate University	Undergraduate Degree
Tufts University	Graduate Degree

Experiences
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Linked companies

Private companies	2
Delphi Management, Inc. Delphi Management, Inc. Investment ManagersFinance Delphi Management, Inc. (Delphi) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Brookline, Massachusetts. The firm was founded by Scott M. Black in 1980. Delphi provides investment management services to institutions (such as pension and retirement plans, endowments an investment companies) and high net-worth individuals and trusts on a discretionary basis.	Finance
Capital Advisors Group, Inc. Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations.	Finance