Dan D. Payne

Finance

Consumer Services

Profile

Mr. Dan D.
Payne, CFA MBA, is a Director of Research at Banyan Partners.
Prior to joining Banyan, he was previously employed as Vice President by St. Johns Investment Management Co. from January 2003 to January 2005, and Vice President by US Trust, Bank of America Private Wealth Management.
Mr. Payne was a Senior Director of Investments at Oppenheimer.
Mr. Payne received his BA in Business Administration from Furman University and his MBA in Finance from the University of Florida.
He is a Chartered Financial Analyst and a member of the CFA Institute.
He is also a past president of the Jacksonville Financial Analysis Society, where he served on the board for four years.

Former positions of Dan D. Payne

Companies	Position	End
Banyan Partners LLC Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.	Director of Research - Equity	2010-09-29
St. Johns Investment Management Co. St. Johns Investment Management Co. Investment ManagersFinance Founded in 1984, St. Johns Investment Management Co. is a registered investment advisor located in Jacksonville, Florida. The firm is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS). St. Johns provides comprehensive wealth management services and stewardship of financial resources for high net-worth individuals, families, non-profit organizations, trusts, 401k plans, retirement and pension plans, endowments, corporations and foundations throughout the US.	Analyst-Equity	2005-01-04
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.	Corporate Officer/Principal	-

See the detail of Dan D. Payne's experience

Training of Dan D. Payne

Furman University	Undergraduate Degree
University of Florida	Masters Business Admin

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