Profile
Mr. Daniel R.
Osorio, CFA, is a Trader at Zazove Associates LLC.
Mr. Osorio returned to Zazove in 2020 to focus on trading and special situations.
He has over 15 years of experience in the convertible bond and equity option markets.
He also manages delta hedging and provides oversight for the convertible arbitrage strategy, and general trading support and risk management for outright strategies.
He joined Zazove Associates in 2000 and was instrumental in trading and risk management for the convertible arbitrage, long only, and alternative credit strategies.
He left the firm in 2013 as Principal and Senior Trader.
Mr. Osorio was also employed as a Principal by Timber Hill LLC.
He earned a Bachelor of Science in Economics with a minor in Mathematics from the University of Oregon and has been a CFA charter holder since 2003.
Dan Osorio active positions
| Companies | Position | Start |
|---|---|---|
Zazove Associates LLC
 Zazove Associates LLC Investment ManagersFinance Zazove Associates LLC is a SEC-registered investment advisor headquartered in Incline Village, Nevada with an additional office in Northbrook, Illinois. The firm was founded by Dr. Earl Zazove in 1971 and is a subsidiary of Zazove Associates, Inc. Zazove Associates manages portfolios for a wide variety of clients, which includes insurance companies, public and private pension plans, foundations, endowments, trusts, high net-worth individuals and private investment funds. | Trading-Equity | 2019-12-31 |
Former positions of Dan Osorio
| Companies | Position | End |
|---|---|---|
Zazove Associates LLC
Zazove Associates LLC Investment ManagersFinance Zazove Associates LLC is a SEC-registered investment advisor headquartered in Incline Village, Nevada with an additional office in Northbrook, Illinois. The firm was founded by Dr. Earl Zazove in 1971 and is a subsidiary of Zazove Associates, Inc. Zazove Associates manages portfolios for a wide variety of clients, which includes insurance companies, public and private pension plans, foundations, endowments, trusts, high net-worth individuals and private investment funds. | Trading-Equity | 2012-12-31 |
Timber Hill LLC
 Timber Hill LLC Investment Banks/BrokersFinance Founded in 1996, Timber Hill LLC is an SEC-registered broker/dealer located in Greenwich, Connecticut. The firm provides trade clearing and trade settlement services. Their products include equity and index options | Corporate Officer/Principal | 1999-12-30 |
Training of Dan Osorio
| University of Oregon | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Zazove Associates LLC
Zazove Associates LLC Investment ManagersFinance Zazove Associates LLC is a SEC-registered investment advisor headquartered in Incline Village, Nevada with an additional office in Northbrook, Illinois. The firm was founded by Dr. Earl Zazove in 1971 and is a subsidiary of Zazove Associates, Inc. Zazove Associates manages portfolios for a wide variety of clients, which includes insurance companies, public and private pension plans, foundations, endowments, trusts, high net-worth individuals and private investment funds. | Finance |
Timber Hill LLC
Timber Hill LLC Investment Banks/BrokersFinance Founded in 1996, Timber Hill LLC is an SEC-registered broker/dealer located in Greenwich, Connecticut. The firm provides trade clearing and trade settlement services. Their products include equity and index options | Finance |
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