![Dan Laimon](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>)
Profil
Mr. Daniel M.
Laimon is a Managing Member at TriVant Custom Portfolio Group LLC.
He has more than two decades of experience in the finance industry.
He oversees all aspects of client relations at the firm, and is closely involved with portfolio analysis and strategy.
Mr. Laimon's career began at Citizens Trust Bank (Vancouver, BC, Canada) as the Marketing Manager of the Foreign Exchange Department.
He later founded and managed a mid-sized investor relations firm for several years.
Subsequently, he joined Dundee Securities Corporation, a Toronto-based national financial services firm, as a Research Associate and later moved to the Investment Banking team.
At Fisher Investments, Inc., he started as a Senior Investment Counselor and was second in charge of launching the Fisher Investments Canada Division.
He was later promoted to the Sales Department, where he initiated and headed a department to provide special-case investment analysis and recommendations to prospective clients.
He graduated from the University of British Columbia with a Bachelor of Commerce Degree in Finance.
He received a Masters of Business Administration from the University of Western Ontario, where he concentrated in accounting.
Postes actifs de Dan Laimon
| Sociétés | Poste | Début |
|---|---|---|
TriVant Custom Portfolio Group LLC
 TriVant Custom Portfolio Group LLC Investment ManagersFinance TCPG is a top-down-style rotational investment manager that generally invests client assets in stocks, fixed-income securities, ETFs, mutual funds, and/or cash equivalent instruments. The firm utilizes a combination of quantitative models along with other third-party research and internal determinations to make their investment decisions. Risk constraints include limitations on exposure to foreign securities and limited sector exposure. TCPG typically holds between 25 and 60 stocks in each account(s). | Fondateur | 01/01/2003 |
Anciens postes connus de Dan Laimon
| Sociétés | Poste | Fin |
|---|---|---|
DWM Securities, Inc.
 DWM Securities, Inc. Investment ManagersFinance Engages in wealth management and financial advisory services | Corporate Officer/Principal | - |
Fisher Investments, Inc.
 Fisher Investments, Inc. Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | - |
Citizens Trust Bank (5114)
 Citizens Trust Bank (5114) Regional BanksFinance Operates as a bank branch | Corporate Officer/Principal | - |
Formation de Dan Laimon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
DWM Securities, Inc.
DWM Securities, Inc. Investment ManagersFinance Engages in wealth management and financial advisory services | Finance |
TriVant Custom Portfolio Group LLC
TriVant Custom Portfolio Group LLC Investment ManagersFinance TCPG is a top-down-style rotational investment manager that generally invests client assets in stocks, fixed-income securities, ETFs, mutual funds, and/or cash equivalent instruments. The firm utilizes a combination of quantitative models along with other third-party research and internal determinations to make their investment decisions. Risk constraints include limitations on exposure to foreign securities and limited sector exposure. TCPG typically holds between 25 and 60 stocks in each account(s). | Finance |
University of British Columbia Faculty of Medicine
 University of British Columbia Faculty of Medicine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fisher Investments, Inc.
Fisher Investments, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
Citizens Trust Bank (5114)
Citizens Trust Bank (5114) Regional BanksFinance Operates as a bank branch | Finance |
Western University /CA/
 Western University /CA/ Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
