Daniel Harding
Director/Board Member chez THE GABELLI CONVERTIBLE AND INCOME SECURITIES FUND INC.
Fortune : 319 625 $ au 31/03/2024
Profil
Daniel Diss Harding is the founder of Harding Loevner LP, which was founded in 1989.
He held the title of Chief Investment Officer in 2003.
Currently, he is an Independent Director at The Gabelli Convertible & Income Securities Fund, Inc. since 2015, a Director at Reef Consulting & Investment, Inc., an Independent Trustee at Ellsworth Growth & Income Fund Ltd.
since 2007, an Independent Trustee at Bancroft Fund Ltd.
since 2007, and a Managing General Partner at MFS Meridian Funds - Global Equity Income Fund.
In the past, he worked as a Director at Tax Receivables Corp., Director at Atlantic Health System, Inc., Director at Legg Mason Trust Co., Director at Ocean Reef Medical Center Foundation, Inc., Director at Ocean Reef Comm Foundation, Inc., Director at Morristown Medical Center, Trust Investment Officer at American National Bank & Trust Co. (Virginia) from 1974 to 1978, and Senior Investment Manager at Rockefeller & Co., Inc. from 1978 to 1989.
He was also a General Partner at Latitude Capital Partners LLC.
He completed his undergraduate degree from Colgate University.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 15/03/2024 | 22 273 ( 0,16% ) | 180 857 $ | 31/03/2024 | |
| 15/03/2024 | 26 323 ( 0,14% ) | 97 658 $ | 31/03/2024 | |
BANCROFT FUND LTD
0,04% | 31/12/2023 | 2 571 ( 0,04% ) | 41 110 $ | 31/03/2024 |
Postes actifs de Daniel Harding
| Sociétés | Poste | Début |
|---|---|---|
| BANCROFT FUND LTD. | Director/Board Member | 01/01/2007 |
| ELLSWORTH GROWTH AND INCOME FUND LTD. | Director/Board Member | 01/01/2007 |
| THE GABELLI CONVERTIBLE AND INCOME SECURITIES FUND INC. | Director/Board Member | 18/11/2015 |
| Reef Consulting & Investment, Inc. | Director/Board Member | - |
| MFS Meridian Funds - Global Equity Income Fund | Corporate Officer/Principal | - |
Anciens postes connus de Daniel Harding
| Sociétés | Poste | Fin |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Director/Board Member | 01/01/2012 |
Harding Loevner LP
 Harding Loevner LP Investment ManagersFinance Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds. | Founder | 01/01/2003 |
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Portfolio Manager-Equities | 01/01/1989 |
American National Bank & Trust Co. (Virginia)
 American National Bank & Trust Co. (Virginia) Investment ManagersFinance Founded in 1909, American National Bank & Trust Co. (ANBT) is a community bank and financial services firm headquartered in Danville, Virginia. The firm is a subsidiary of American National Bankshares, Inc. (NASDAQ: AMNB). ANBT serves customers in Southern and Central Virginia and the northern portion of Central North Carolina. They provide an array of financial products and services including commercial, mortgage, and consumer banking; trust and investment services; and insurance. | Portfolio Manager-Equities | 01/01/1978 |
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Formation de Daniel Harding
| Colgate University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 16 |
|---|---|
The Gabelli Convertible & Income Securities Fund, Inc.
 The Gabelli Convertible & Income Securities Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Gabelli Convertible & Income Securities Fund, Inc. operates as a closed-end, diversified management investment company whose investment objective is to seek a high level of total return on its assets. The company was founded on December 19, 1988 and is headquartered in Rye, NY. | Miscellaneous |
Ellsworth Growth & Income Fund Ltd.
 Ellsworth Growth & Income Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Ellsworth Growth & Income Fund Ltd. operates as a closed-end investment fund, which engages in investing in convertible securities and common stock, with the objectives of providing income and the potential for capital appreciation. The company was founded on December 6, 1986 and is headquartered in Rye, NY. | Miscellaneous |
Bancroft Fund Ltd.
 Bancroft Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Bancroft Fund Ltd. is a closed-end and diversified management investment company. It invests primarily in convertible securities with the objectives of providing income and the potential for capital appreciation. The company objective is to be relatively equal, over the long-term, due to the nature of the securities in which it invests. Bancroft Fund was founded on October 4, 1971 and is headquartered in Rye, NY. | Miscellaneous |
American National Bank & Trust Co. (Virginia)
American National Bank & Trust Co. (Virginia) Investment ManagersFinance Founded in 1909, American National Bank & Trust Co. (ANBT) is a community bank and financial services firm headquartered in Danville, Virginia. The firm is a subsidiary of American National Bankshares, Inc. (NASDAQ: AMNB). ANBT serves customers in Southern and Central Virginia and the northern portion of Central North Carolina. They provide an array of financial products and services including commercial, mortgage, and consumer banking; trust and investment services; and insurance. | Finance |
Harding Loevner LP
Harding Loevner LP Investment ManagersFinance Harding Loevner LP is a SEC-registered investment advisor headquartered in Bridgewater, New Jersey. The firm was founded in 1989 by former managers for the Rockefeller family. They are a direct subsidiary of Titan NJ LP Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Harding Loevner provides investment management services to a variety of types of clients in the US such as retirement plans, foundations and endowments, sovereign wealth funds, religious institutions, individuals, trusts, broker-dealers, banks, investment advisers, insurance companies, mutual funds, collective investment trust funds, and offshore funds. | Finance |
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
| Tax Receivables Corp. | |
| MFS Meridian Funds - Global Equity Income Fund | Miscellaneous |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
Atlantic Health System, Inc.
 Atlantic Health System, Inc. Hospital/Nursing ManagementHealth Services Atlantic Health System, Inc. is a non profit organization which operates hospitals and medical health centers. Its services include behavioral health, cancer care, family medicine practices, genetic services, heart health, home care, integrative medicine, maternity, neuscience, pediatrics, and women health. The company was founded in 1996 and is headquartered in Morristown, NJ. | Health Services |
| Legg Mason Trust Co. | |
| Ocean Reef Medical Center Foundation, Inc. | |
| Ocean Reef Comm Foundation, Inc. | |
| Latitude Capital Partners LLC | |
Morristown Medical Center
 Morristown Medical Center Hospital/Nursing ManagementHealth Services Morristown Medical Center is a hospital located in Morristown that specializes in cardiology, heart, and vascular surgery. | Health Services |
| Reef Consulting & Investment, Inc. |
