Dan Cassell

Investment Committee Member at Baker Avenue Asset Management LP

Finance

Consumer Services

Profile

Mr. Daniel J.
Cassell, CFA, is a Portfolio Manager at Baker Avenue Asset Management LP.
He is a Senior Portfolio Strategist at BakerAvenue and serves on the investment and financial planning committees.
He has responsibility for investment strategies, implementations, tax and estate planning, as well as multigenerational/dynasty requisites that materialize across our client base.
Prior to joining BakerAvenue, Mr. Cassell was a Portfolio Associate at Bingham, Osborn and Scarborough, LLC.
He graduated from Santa Clara University with a B.S.
in Finance.

Dan Cassell active positions

Companies	Position	Start
Baker Avenue Asset Management LP Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.	Investment Committee Member	2015-06-30

All active positions of Dan Cassell

Former positions of Dan Cassell

Companies	Position	End
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Corporate Officer/Principal	-

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Training of Dan Cassell

Santa Clara University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

1st degree connections

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Female

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Linked companies

Private companies	2
Baker Avenue Asset Management LP Baker Avenue Asset Management LP Investment ManagersFinance Baker Avenue Asset Management LP (dba BakerAvenue) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Simon Baker in 2004. BakerAvenue provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, trusts, and other US institutions.	Finance
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name.	Finance