Profile
Daniel Wolf Offit is a former Co-Chief Executive Officer at Offit Capital Advisors LLC from 2007 to 2021.
He also worked as a Director at Private Client Resources LLC, OCA LMMI IV Segregated Portfolio, and The Greenwich Country Day School, Inc. Additionally, he served as a Managing Director at Hall Capital Partners LLC.
Prior to these roles, he was a Senior Credit Analyst at Manufacturers Hanover Trust Co. from 1990 to 1991 and a Vice President at Goldman Sachs & Co. LLC.
Mr. Offit holds a graduate degree from The Paul H.
Nitze School of Advanced International Studies, which he received in 1995, and an undergraduate degree from Dartmouth College, which he obtained in 1990.
Former positions of Daniel Wolf Offit
| Companies | Position | End |
|---|---|---|
Offit Capital Advisors LLC
 Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Chief Executive Officer | 2020-12-31 |
Private Client Resources LLC
 Private Client Resources LLC Data Processing ServicesTechnology Services Private Client Resources LLC provides an outsource solutions. It offers aggregate and report financial information based on information processes proven in markets. The firm services to private banks, family offices and advisory customers. The company was founded by Joseph L. Dionne and Christopher L. Snyder in 2000 and is headquartered in Wilton, CT. | Director/Board Member | 2020-12-31 |
OCA LMMI IV Segregated Portfolio
 OCA LMMI IV Segregated Portfolio Investment Trusts/Mutual FundsMiscellaneous OCA LMMI IV Segregated Portfolio provides investment advisory services. The company is headquartered in Grand Cayman, Cayman Islands. | Director/Board Member | 2020-12-31 |
Hall Capital Partners LLC
 Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Portfolio Manager-Equities | 2007-06-29 |
| Manufacturers Hanover Trust Co. | Corporate Officer/Principal | - |
Training of Daniel Wolf Offit
| Dartmouth College | Undergraduate Degree |
| The Paul H. Nitze School of Advanced International Studies | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Hall Capital Partners LLC
Hall Capital Partners LLC Investment ManagersFinance Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients. | Finance |
Private Client Resources LLC
Private Client Resources LLC Data Processing ServicesTechnology Services Private Client Resources LLC provides an outsource solutions. It offers aggregate and report financial information based on information processes proven in markets. The firm services to private banks, family offices and advisory customers. The company was founded by Joseph L. Dionne and Christopher L. Snyder in 2000 and is headquartered in Wilton, CT. | Technology Services |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
| Manufacturers Hanover Trust Co. | Finance |
Offit Capital Advisors LLC
Offit Capital Advisors LLC Investment ManagersFinance Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations. | Finance |
The Greenwich Country Day School, Inc.
 The Greenwich Country Day School, Inc. Miscellaneous Commercial ServicesCommercial Services The Greenwich Country Day School, Inc. offers educational courses and services. The firm operates independent elementary and middle school. The company was founded in 1926 and is headquartered in Greenwich, CT. | Commercial Services |
OCA LMMI IV Segregated Portfolio
OCA LMMI IV Segregated Portfolio Investment Trusts/Mutual FundsMiscellaneous OCA LMMI IV Segregated Portfolio provides investment advisory services. The company is headquartered in Grand Cayman, Cayman Islands. | Miscellaneous |
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