Daniel Welles Smith

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Profile

Mr. Daniel W.
Smith is a Research Analyst & Senior Vice President at Neuberger Berman BD LLC.
He joined the firm in 2006.
He is a Research Analyst for the Rachlin Group.
Prior to his current position, he was a member of the Investment Strategy Group.
Before joining the firm, he worked for two years as a relationship manager for RIMES Technologies and started his career with FactSet Research Systems Inc. He holds a BS in Business Administration from the Robins School of Business at the University of Richmond.
He also obtained the degree of Master of Security Analysis and Portfolio Management from Creighton University.

Daniel Welles Smith active positions

Companies	Position	Start

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Former positions of Daniel Welles Smith

Companies	Position	End
Neuberger Berman BD LLC Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.	Analyst-Equity	2016-12-31
FACTSET RESEARCH SYSTEMS, INC.	Consultant / Advisor	2004-07-30

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Private companies	4
FactSet Research Systems, Inc. FactSet Research Systems, Inc. Financial Publishing/ServicesCommercial Services Provides on-line integrated database services to the global financial community	Commercial Services
Neuberger Berman BD LLC Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.	Finance
Creighton University Creighton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Richmond University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services