![Dan Docherty](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Dan Docherty worked as a Principal at Manning & Napier Advisors LLC from 2012 to 2014.
He then worked as a Principal at Bank of America, NA (Private Banking) from 2015 to 2017.
In 2018, he worked as an Equity Research Associate at Raymond James & Associates, Inc. Mr. Docherty received his undergraduate degree from the University of Rochester in 2012.
Former positions of Dan Docherty
| Companies | Position | End |
|---|---|---|
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2021-06-30 |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Corporate Officer/Principal | 2017-08-31 |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Corporate Officer/Principal | 2013-12-31 |
Training of Dan Docherty
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
97
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Finance |
Rochester Christian University
 Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
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