Dan Mintz
Director of Research - Equity at Clifford Swan Investment Counsel LLC
Dan Mintz active positions
| Companies | Position | Start | End |
|---|---|---|---|
Clifford Swan Investment Counsel LLC
 Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Analyst-Equity | 2016-12-31 | - |
| Director of Research - Equity | 2023-12-31 | - |
Career history of Dan Mintz
Former positions of Dan Mintz
| Companies | Position | Start | End |
|---|---|---|---|
Collins Stewart LLC
 Collins Stewart LLC Investment Banks/BrokersFinance Founded in 1991, Collins Stewart LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of UK-based Collins Stewart Plc. Their research focuses on the aerospace and defense, technology, telecommunications, biotechnology, Internet/software and semiconductors sectors | Corporate Officer/Principal | 2010-01-31 | 2012-02-29 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 2006-05-31 | 2009-06-30 |
Holdsworth & Co. LLC
 Holdsworth & Co. LLC Miscellaneous Commercial ServicesCommercial Services Holdsworth & Co. LLC provides corporate environment services. The private company is based in Pasadena, CA. The company was founded by Mark Keith Holdsworth. | Corporate Officer/Principal | - | - |
Training of Dan Mintz
| University of California San Diego | Undergraduate Degree |
| University of Southern California | Masters Business Admin |
Statistics
International
| United States | 7 |
Operational
| Corporate Officer/Principal | 3 |
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Finance |
Holdsworth & Co. LLC
Holdsworth & Co. LLC Miscellaneous Commercial ServicesCommercial Services Holdsworth & Co. LLC provides corporate environment services. The private company is based in Pasadena, CA. The company was founded by Mark Keith Holdsworth. | Commercial Services |
Collins Stewart LLC
Collins Stewart LLC Investment Banks/BrokersFinance Founded in 1991, Collins Stewart LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of UK-based Collins Stewart Plc. Their research focuses on the aerospace and defense, technology, telecommunications, biotechnology, Internet/software and semiconductors sectors | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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