![Daniel Mannix](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>)
Daniel Mannix
Membre du Comité d'Investissement chez
ProVise Management Group LLC
Profil
Mr. Daniel Mannix, CFA, is a Senior Portfolio Manager at ProVise Management Group LLC.
He has over 10 years of experience across various financial markets.
He currently serves on the Merrill Lynch Wealth Management Center’s Advisory Board at the University of South Florida as well as on the Board of Trustees for Real Church.
Prior to joining ProVise, Mr. Mannix most recently spent seven years in institutional equity research at Raymond James & Associates covering the Regional Bank and Real Estate Investment Trust (REIT) sectors.
Prior to that, he served in various institutional sales and trading roles across multiple asset classes at JPMorgan Chase & Co., Goldman, Sachs & Co., and Deutsche Bank AG.
He has a Bachelor’s of Science in Finance degree from the University of South Florida.
He is also a member of the CFA Institute as well as the CFA Society Tampa Bay.
Postes actifs de Daniel Mannix
| Sociétés | Poste | Début |
|---|---|---|
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Membre du Comité d'Investissement | 01/03/2024 |
Anciens postes connus de Daniel Mannix
| Sociétés | Poste | Fin |
|---|---|---|
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2020 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Analyst-Equity | 31/10/2012 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/07/2010 |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Corporate Officer/Principal | 31/10/2009 |
Formation de Daniel Mannix
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Finance |
University of South Florida
 University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deutsche Bank Corp.
Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Finance |
