Dan McManus
Portfolio Manager-Equities at West Financial Services, Inc.
Profile
Mr. Daniel McManus, CFA MBA, is a Portfolio Manager at West Financial Services, Inc. He is responsible for customized investment portfolio construction and management for clients.
He has over 25 years of experience in financial services, primarily in providing fiduciary investment advice and management services for individual investors, as well as corporate 401(k) and pension plans.
He earned a BS in Economics with a concentration in Finance from Babson College and an MBA degree from Columbia University.
He is a CFA charterholder.
Dan McManus active positions
| Companies | Position | Start |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Portfolio Manager-Equities | 2023-02-28 |
Training of Dan McManus
| Babson College | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Private companies | 1 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |
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