Daniel Trosch
Portfolio Manager-Equities at West Financial Services, Inc.
Profile
Mr. Daniel Trosch, CFA MBA, is a Senior Portfolio Manager at West Financial Services, Inc. He works closely with clients to custom manage their portfolios and advise on wealth accumulation and preservation.
His career spans more than 25 years in the financial industry, and he re-joined West Financial in 2018.
His experience includes portfolio management at a regional bank wealth division and a long tenure at an institutional investment consultant, specializing in global equities and manager selection.
His prior position at West Financial in the early 2000s was leading equity research at the firm.
He received his MBA from Georgetown University, and a bachelor’s degree in Finance from the University of Wisconsin at Madison.
Daniel Trosch active positions
| Companies | Position | Start |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Portfolio Manager-Equities | 2018-06-30 |
Former positions of Daniel Trosch
| Companies | Position | End |
|---|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Analyst-Equity | 2006-01-31 |
Training of Daniel Trosch
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 1 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |
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