Dan Solomon

Portfolio Manager-Equities at Milestone Investment Counsel, Inc.

Consumer Services

Finance

Profile

Mr. Daniel A.
Solomon, CFA MBA, is a Portfolio Manager at Milestone Investment Counsel, Inc. He has over 10 years’ experience in the investment industry.
Prior to joining Milestone in November 2017, Mr. Solomon was a Portfolio Advisor and Financial Planner for high net worth families and private foundations at a Toronto-based family office firm.
Earlier in his career, he was an Investment Research Analyst at DundeeWealth and later covered the Canadian Diversified Financials sector for Scotiabank, Global Banking and Markets.
He received his undergraduate degree from McGill University and an MBA from Rotman School of Management.

Dan Solomon active positions

Companies	Position	Start
Milestone Investment Counsel, Inc. Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families.	Portfolio Manager-Equities	2017-10-31

All active positions of Dan Solomon

Training of Dan Solomon

Rotman School of Management	Masters Business Admin
McGill University	Undergraduate Degree

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Linked companies

Private companies	1
Milestone Investment Counsel, Inc. Milestone Investment Counsel, Inc. Investment ManagersFinance Milestone Investment Counsel, Inc. (Milestone) is an independent investment management firm headquartered in Toronto, Ontario. The firm was founded by Paul D. Mitchell and Donna L. Siler in 1996. Milestone offers institutional-quality expertise, high-value portfolio management and personalized services to individuals and families.	Finance