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Daniel Heyman
Directeur Général chez
Heyman Wealth Management LLC
Profil
Mr. Daniel B. Heyman is a President at Heyman Wealth Management LLC.
Prior to founding Heyman Wealth Management, LLC in 2010, Mr. Heyman was a Vice President and Chief Compliance Officer with a capital management firm, where he specialized in market analysis.
He also was an Associate with one of the Big Four accounting firms in Los Angeles.
He holds a Bachelor’s degree in Business Administration from the University of California, Berkeley Haas School of Business and a Master’s degree in Accounting from the University of Southern California Marshall School of Business.
He is a Certified Public Accountant (CPA) with the Personal Financial Specialist (PFS) designation, a Chartered Financial Analyst (CFA) credential holder.
Postes actifs de Daniel Heyman
| Sociétés | Poste | Début |
|---|---|---|
Heyman Wealth Management LLC
 Heyman Wealth Management LLC Investment ManagersFinance HWM specializes in asset allocation using mutual funds, exchange traded funds and other eligible securities selected using the principles of fundamental security analysis, or by relying on the financial expertise of independent third-party managers. The firm makes asset allocation decisions by buying securities which are appropriate for each client, based on the individual client's risk parameters and goals. They try to keep portfolio turnover low to reduce transactions costs borne by clients. | Directeur Général | 01/01/2010 |
Anciens postes connus de Daniel Heyman
| Sociétés | Poste | Fin |
|---|---|---|
Causeway Capital Management LLC
 Causeway Capital Management LLC Investment ManagersFinance Causeway seeks to achieve superior returns over full market cycles while generally taking the level of risk commensurate with the return potential. The firm combines fundamental and quantitative research disciplines to manage global, international, emerging markets, small-cap, and sustainable strategies. They use a proprietary corporate governance assessment score that ranks companies in the developed and emerging markets based on several bottom-up and top-down corporate governance measures. | Analyst-Equity | 31/12/2009 |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Corporate Officer/Principal | 31/03/2004 |
Formation de Daniel Heyman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Causeway Capital Management LLC
Causeway Capital Management LLC Investment ManagersFinance Causeway seeks to achieve superior returns over full market cycles while generally taking the level of risk commensurate with the return potential. The firm combines fundamental and quantitative research disciplines to manage global, international, emerging markets, small-cap, and sustainable strategies. They use a proprietary corporate governance assessment score that ranks companies in the developed and emerging markets based on several bottom-up and top-down corporate governance measures. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
USC Marshall School of Business
 USC Marshall School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Haas School of Business
 Haas School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Heyman Wealth Management LLC
Heyman Wealth Management LLC Investment ManagersFinance HWM specializes in asset allocation using mutual funds, exchange traded funds and other eligible securities selected using the principles of fundamental security analysis, or by relying on the financial expertise of independent third-party managers. The firm makes asset allocation decisions by buying securities which are appropriate for each client, based on the individual client's risk parameters and goals. They try to keep portfolio turnover low to reduce transactions costs borne by clients. | Finance |
