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Dan Winter
Head-Equity Investments at Confluence Investment Management LLC
Profile
Mr. Daniel T.
Winter, CFA MBA, is a Chief Investment Officer of Value Equities at Confluence Investment Management LLC.
He chairs the firm’s Value Equities Portfolio Management Committee.
His responsibilities include directing the strategy implementation and trading execution for the firm’s equity portfolios.
He, like all portfolio managers at Confluence, is also an analyst.
His primary areas of coverage include the Financials and Information Technology sectors.
Prior to joining Confluence, Mr. Winter served as a portfolio manager and analyst with Gallatin Asset Management, the investment management arm of A.G.
Edwards, Inc. While at Gallatin, he chaired the portfolio management team responsible for the firm’s value-oriented equity strategies.
Additionally, he co-managed the First Trust/Gallatin Specialty Finance and Financial Opportunities Fund, primarily focused on business development companies.
He also served as a portfolio manager for the Cyclical Growth ETF and Cyclical Growth and Income ETF portfolios and was a member of the firm’s Allocation Advisor Committee, which oversaw the exchange traded fund-focused strategies.
Prior to joining the firm’s Asset Management division, he served as a portfolio manager for A.G.
Edwards Trust Company.
Mr. Winter earned a Master of Business Administration from Saint Louis University and a Bachelor of Arts in business management from Eckerd College.
He is a CFA charter holder.
Dan Winter active positions
Companies | Position | Start |
---|---|---|
Confluence Investment Management LLC
![]() Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Head-Equity Investments | 2018-12-31 |
Former positions of Dan Winter
Companies | Position | End |
---|---|---|
Gallatin Asset Management, Inc.
![]() Gallatin Asset Management, Inc. Investment ManagersFinance Founded in 1994, Gallatin Asset Management is an investment advisor firm located in St. Louis, Missouri. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE). | Portfolio Manager-Equities | 2008-03-30 |
A.G. Edwards Asset Management | Portfolio Manager-Equities | 2005-11-21 |
Training of Dan Winter
Eckerd College | Undergraduate Degree |
St. Louis University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Gallatin Asset Management, Inc.
![]() Gallatin Asset Management, Inc. Investment ManagersFinance Founded in 1994, Gallatin Asset Management is an investment advisor firm located in St. Louis, Missouri. The firm is a subsidiary of A.G. Edwards, Inc. (NYSE: AGE). | Finance |
A.G. Edwards Asset Management | Finance |
Confluence Investment Management LLC
![]() Confluence Investment Management LLC Investment ManagersFinance Confluence Investment Management LLC (Confluence) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2007 by Brian Hansen. Confluence provides professional portfolio management and advisory services to institutional and individual clients. | Finance |
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