Dan LeVan
Head-Equity Investments at Victory Capital Management, Inc. (Investment Management)
Profile
Mr. Daniel B.
LeVan, CFA MBA, is a Chief Investment Officer at Victory Capital Management, Inc. (Investment Management).
He is on the Board of Directors at Laredo Energy.
In this role, he oversees the management of Trivalent’s international and emerging markets equity strategies and manages a team of investment professionals who have been working together for over 20 years.
He is also lead portfolio manager of the International Small-Capitalization Equity strategy and its related mutual and collective funds.
Trivalent Investments is a Victory Capital investment franchise.
An early institutional investor in the international small-cap space, Mr. LeVan has specialized in this asset class since he began his investment career in 1994 with Standish, Ayer & Wood (currently a subsidiary of BNY Mellon).
While at BNY Mellon, he worked with a team of investment professionals who were responsible for managing over $15 billion in international equity assets, $3 billion of which was in international small-cap.
There he developed the foundation of the international small-cap investment approach that the team employs today.
In 2007, Mr. LeVan and the team joined Munder from The Boston Company (a subsidiary of BNY Mellon), forming the Munder International Equity team.
Mr. LeVan served as a U.S.
Air Force captain for six years.
He holds a B.S.
in electrical & computer engineering from Clarkson University, an MBA from Bentley College and an M.S.
in finance from Boston College.
He is a CFA charter holder and member of the CFA Institute.
Dan LeVan active positions
Companies | Position | Start |
---|---|---|
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Head-Equity Investments | 2014-09-30 |
Laredo Energy
Laredo Energy Oil & Gas ProductionEnergy Minerals Laredo Energy develops natural gas reserves. The company is in the process of acquiring leases and drilling wells based on approximately 1,100 square miles of 3-D seismic data. The company was founded by Scott G. Stevenson, Glenn D. Hart and Steven B. Jaques in October 2001 and is headquartered in Houston, TX. | Director/Board Member | - |
Former positions of Dan LeVan
Companies | Position | End |
---|---|---|
Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Portfolio Manager-Equities | - |
U.S. Air Force Association | Corporate Officer/Principal | 1992-12-31 |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Corporate Officer/Principal | - |
Training of Dan LeVan
Clarkson University | Undergraduate Degree |
Bentley University | Masters Business Admin |
Boston College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Finance |
U.S. Air Force Association | |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Finance |
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. LLC is a registered investment advisor located in Boston, Massachusetts. The firm traces its roots to 1933, when its predecessor firm, Standish, Ayer & Wood, Inc., began managing fixed income portfolios for US financial institutions, banks and insurance companies. Standish is a subsidiary of BNY Mellon Asset Management North America Corp., which is wholly-owned by The Bank of New York Mellon Corp. (NYSE: BK). Standish provides both discretionary and non-discretionary investment advisory services to institutional, retail, individual and high net-worth investors in the form of separate accounts, registered mutual funds, and pooled investment vehicles, and to other investment advisors through sub-advisory agreements. | Finance |
Laredo Energy
Laredo Energy Oil & Gas ProductionEnergy Minerals Laredo Energy develops natural gas reserves. The company is in the process of acquiring leases and drilling wells based on approximately 1,100 square miles of 3-D seismic data. The company was founded by Scott G. Stevenson, Glenn D. Hart and Steven B. Jaques in October 2001 and is headquartered in Houston, TX. | Energy Minerals |
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