![Dan Kostaroff](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Kostaroff
Fondateur chez
LS Investment Advisors LLC
Profil
Mr. Daniel J.
Kostaroff, CFA, is an Owner & President at LS Investment Advisors LLC.
He has over 20 years of industry experience.
Mr. Kostaroff was previously employed as an Associate Portfolio Manager by Natixis Advisors LP and a Financial Planner by Plante Moran Financial Advisors LLC.
He received his Bachelor of Arts in Finance from Michigan State University.
Postes actifs de Dan Kostaroff
| Sociétés | Poste | Début |
|---|---|---|
LS Investment Advisors LLC
 LS Investment Advisors LLC Investment ManagersFinance LSIA manages client accounts using a customized allocation of assets based on the client’s specific investment goals and objectives. Generally, the firm allocates a portion of the client’s portfolio to equities through direct investment in stocks and, if appropriate, a portion of the portfolio to fixed income through direct investment in bonds. They use fundamental credit research, manage interest rate risk, and implement yield curve strategies with the goals of preserving capital, generating income to meet spending needs and enhancing total return. | Fondateur | 01/10/2008 |
Anciens postes connus de Dan Kostaroff
| Sociétés | Poste | Fin |
|---|---|---|
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to non-discretionary clients. They utilize investment recommendations which may be provided by model portfolio providers. The firm can also combine, for multi-manager and unified managed account strategies, more than one model portfolio. | Corporate Officer/Principal | 01/01/2008 |
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Corporate Officer/Principal | - |
Formation de Dan Kostaroff
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to non-discretionary clients. They utilize investment recommendations which may be provided by model portfolio providers. The firm can also combine, for multi-manager and unified managed account strategies, more than one model portfolio. | Finance |
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Finance |
LS Investment Advisors LLC
LS Investment Advisors LLC Investment ManagersFinance LSIA manages client accounts using a customized allocation of assets based on the client’s specific investment goals and objectives. Generally, the firm allocates a portion of the client’s portfolio to equities through direct investment in stocks and, if appropriate, a portion of the portfolio to fixed income through direct investment in bonds. They use fundamental credit research, manage interest rate risk, and implement yield curve strategies with the goals of preserving capital, generating income to meet spending needs and enhancing total return. | Finance |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
