dan powell

portfolio manager

About

Globally oriented wealth management professional with 15+ years of experience in trust banking, brokerage (investment consulting) and with multi-family offices focusing on investment strategy, portfolio management, client service and business development. Responsibilities include portfolio management, asset allocation, risk management, manager selection, and product development, as well as economic, financial market and investment related research and analysis. I also manage portfolios, draft investment policy statements, and support relationship management and business development through meetings, presentations and investment publications for clients and prospective clients. Specialties: Wealth management, investment strategy, asset allocation strategy, equity management, fixed income investment management, alternative investments, and money manager due diligence. (Any views expressed are my own and not those of my employer or any entity affiliated with my employer nor should my participation in LinkedIn be considered an advertisement by my employer of its services.)

Country

united states

City

richmond

Industry

investment management

Skill

portfolio management, investment strategies, investments, fixed income, asset allocation, strategy, financial markets, mutual funds

Experience

director of research and strategy

godsey & gibb wealth management

2007-5 - 2013-12 · 6 yrs 8 mos

portfolio strategist and vice president

wells fargo

2004-4 - 2007-4 · 3 yrs 1 mo

portfolio manager and research analyst

bb&t asset management

2000-11 - 2003-4 · 2 yrs 6 mos

portfolio manager

wilbanks, smith & thomas

2016-8 - Present · 10 yrs 2 mos

Wilbanks Smith & Thomas Asset Management, LLC (WST) is an SEC registered investment advisory firm founded in 1990 that offers asset management solutions for high net worth individuals, pension and profit sharing plans, corporations, municipalities, bank trust departments, insurance companies, foundations and endowments. Based in Norfolk, Virginia, WST manages more than $2.4 billion in assets and is one of the largest independent asset management firms in the Southeast (Financial Times, June 2015 issue).

director of research

heritage wealth advisors

2014-1 - 2015-12 · 2 yrs

Director of Research (and previously Co-Chief Investment strategist) for boutique wealth manager. Provide economic, financial market and individual security research and analysis to generate investment strategies. Select and review individual companies, as well as separate account managers (SMAs), mutual funds, exchange traded funds (ETFs) and alternative investments. Support relationship management and business development through meetings, presentations and investment publications. Specialties: Wealth management, asset allocation strategy, investment strategy, equity management, fixed income investment management and money manager due diligence.