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Profile
Prior to joining Kaufman Brothers in 2011, Mr. O'Sullivan had been with Utendahl Capital Partners.
Prior to joining Utendahl Capital Partners, Mr. O'Sullivan was an equity analyst at Sidoti & Company, LLC, where he covered small cap business services and specialty finance companies.
Previous to Sidoti & Company, he was Director of Corporate Development at e-media, Inc., and a buyside equity analyst at QCI Asset Management, Inc.
Mr. O'Sullivan NASD registered series 7, 24, 63, 86, and 87.
Former positions of Dan B. O'Sullivan
| Companies | Position | End |
|---|---|---|
Kaufman Bros. LP
 Kaufman Bros. LP Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2012-01-29 |
Utendahl Capital Partners LP
 Utendahl Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2009-12-30 |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
QCI Asset Management, Inc.
 QCI Asset Management, Inc. Investment ManagersFinance QCI’s investment strategy as it relates to equities (stocks) involves building portfolios on a foundation of solid core holdings, complemented by stocks that offer timely opportunities. They choose core holdings by reviewing long-term trends, cyclical forces, and relative valuations, to build a diversified portfolio with specific sector and industry emphases. The firm’s investment strategy as it relates to fixed income (bonds) involves building fixed income portfolios by first evaluating the interest rate cycle and choosing a duration target. They then look for attractive maturities along the yield curve, and opportunities within particular sectors and industries. | Analyst-Equity | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
30
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
QCI Asset Management, Inc.
QCI Asset Management, Inc. Investment ManagersFinance QCI’s investment strategy as it relates to equities (stocks) involves building portfolios on a foundation of solid core holdings, complemented by stocks that offer timely opportunities. They choose core holdings by reviewing long-term trends, cyclical forces, and relative valuations, to build a diversified portfolio with specific sector and industry emphases. The firm’s investment strategy as it relates to fixed income (bonds) involves building fixed income portfolios by first evaluating the interest rate cycle and choosing a duration target. They then look for attractive maturities along the yield curve, and opportunities within particular sectors and industries. | Finance |
Kaufman Bros. LP
Kaufman Bros. LP Investment Banks/BrokersFinance Provides brokerage services | Finance |
Utendahl Capital Partners LP
Utendahl Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services | Finance |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
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