Dan Sargen
Chief Investment Officer at Rice, Hall, James & Associates LLC
Dan Sargen active positions
Companies | Position | Start | End |
---|---|---|---|
Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments. | Analyst-Equity | 2014-08-31 | - |
Chief Investment Officer | 2021-12-31 | - | |
Portfolio Manager-Equities | 2014-08-31 | - |
Career history of Dan Sargen
Former positions of Dan Sargen
Companies | Position | Start | End |
---|---|---|---|
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Corporate Officer/Principal | - | 2014-08-30 |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Corporate Officer/Principal | 2005-04-29 | 2005-04-29 |
The Institute of International Finance, Inc.
The Institute of International Finance, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute of International Finance, Inc. operates as a financial institute. The company's members include commercial and investment banks, insurance companies, and investment management firms. It provides stocks, bonds, mutual & financial funds, and other investments services. The company was founded in 1983 and is headquartered in Washington, DC. | Corporate Officer/Principal | 1999-08-30 | 1999-08-30 |
Economists, Inc.
Economists, Inc. Insurance Brokers/ServicesFinance Part of Secretariat International, Inc. /Florida/, Economists, Inc. provides economic and risk management consulting services. The company is based in Washington. The American company was founded in 1981. The CEO is Jonathan L. Walker. Economists was acquired by Secretariat International, Inc. /Florida/ on July 01, 2021. | Corporate Officer/Principal | 1997-07-30 | 1997-07-30 |
BlackRock Financial Management, Inc.
BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Corporate Officer/Principal | - | - |
Training of Dan Sargen
University of Michigan | Masters Business Admin |
Lafayette College | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Corporate Officer/Principal | 5 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Economists, Inc.
Economists, Inc. Insurance Brokers/ServicesFinance Part of Secretariat International, Inc. /Florida/, Economists, Inc. provides economic and risk management consulting services. The company is based in Washington. The American company was founded in 1981. The CEO is Jonathan L. Walker. Economists was acquired by Secretariat International, Inc. /Florida/ on July 01, 2021. | Finance |
The Institute of International Finance, Inc.
The Institute of International Finance, Inc. Miscellaneous Commercial ServicesCommercial Services The Institute of International Finance, Inc. operates as a financial institute. The company's members include commercial and investment banks, insurance companies, and investment management firms. It provides stocks, bonds, mutual & financial funds, and other investments services. The company was founded in 1983 and is headquartered in Washington, DC. | Commercial Services |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments. | Finance |
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Finance |
BlackRock Financial Management, Inc.
BlackRock Financial Management, Inc. Investment ManagersFinance BlackRock Financial Management, Inc. (BFM) is a registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies. | Finance |
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