Dan Roarty
Chief Investment Officer at AllianceBernstein Canada, Inc.
Profile
Mr. Daniel C.
Roarty, CFA MBA, is a Chief Investment Officer of Thematic & Sustainable Equities at AllianceBernstein LP and a Chief Investment Officer at AllianceBernstein Canada, Inc. He is on the Board of Directors at The Agnes Irwin School, Inc. He has over 29 years of investment experience.
Mr. Roarty previously spent nine years at Nuveen Investments, where he co-managed both a large-cap and a multi-cap growth strategy.
His research experience includes coverage of technology, industrials and financials stocks at Morgan Stanley and Goldman Sachs.
Mr. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania.
He is a CFA charterholder.
Dan Roarty active positions
Companies | Position | Start |
---|---|---|
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Head-Equity Investments | 2012-12-31 |
The Agnes Irwin School, Inc.
The Agnes Irwin School, Inc. Other Consumer ServicesConsumer Services The Agnes Irwin School, Inc. operates as girls Educational School. The company was founded by Agnes Irwin in 1969 and is headquartered in Rosemont, PA. | Director/Board Member | - |
AllianceBernstein Canada, Inc.
AllianceBernstein Canada, Inc. Investment ManagersFinance AllianceBernstein Canada, Inc. (ABC) is a Canadian asset management firm headquartered in Toronto. The firm is a subsidiary of AllianceBernstein LP, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. ABC provides investment advisory services to individuals and institutional investors. | Chief Investment Officer | - |
Former positions of Dan Roarty
Companies | Position | End |
---|---|---|
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Portfolio Manager-Equities | 2010-10-31 |
Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Portfolio Manager-Equities | 2008-12-30 |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Analyst-Equity | - |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Portfolio Manager-Equities | - |
Training of Dan Roarty
Fairfield University | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Finance |
Santa Barbara Asset Management LLC
Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Finance |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Finance |
The Agnes Irwin School, Inc.
The Agnes Irwin School, Inc. Other Consumer ServicesConsumer Services The Agnes Irwin School, Inc. operates as girls Educational School. The company was founded by Agnes Irwin in 1969 and is headquartered in Rosemont, PA. | Consumer Services |
AllianceBernstein Canada, Inc.
AllianceBernstein Canada, Inc. Investment ManagersFinance AllianceBernstein Canada, Inc. (ABC) is a Canadian asset management firm headquartered in Toronto. The firm is a subsidiary of AllianceBernstein LP, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. ABC provides investment advisory services to individuals and institutional investors. | Finance |
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