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Daniel Stern
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Finance
Consumer Services
Profile
Daniel Stern worked as a Portfolio Manager at Cliffwater Investments LLC and as a Principal at Wilshire Advisors LLC.
He also briefly worked as a Director at BlackRock Financial Management, Inc. Stern received an undergraduate degree from Brandeis University and an MBA from the University of Wisconsin.
Former positions of Daniel Stern
| Companies | Position | End |
|---|---|---|
Cliffwater Investments LLC
 Cliffwater Investments LLC Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 2016-07-27 |
BlackRock Financial Management, Inc.
 BlackRock Financial Management, Inc. Investment ManagersFinance BFM utilizes fixed-income strategies that are actively managed, model or index based. The firm generally employs an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. | Corporate Officer/Principal | 2004-12-30 |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Corporate Officer/Principal | - |
Training of Daniel Stern
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Brandeis University
 Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BlackRock Financial Management, Inc.
BlackRock Financial Management, Inc. Investment ManagersFinance BFM utilizes fixed-income strategies that are actively managed, model or index based. The firm generally employs an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. | Finance |
Cliffwater Investments LLC
Cliffwater Investments LLC Investment ManagersFinance Provides investment advice | Finance |
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