Profile
Mr. Donald L.
Hagan, CFA, is a Partner, Co-Founder & Chief Investment Strategist at Donald L.
Hagan LLC and a Managing Partner & Portfolio Manager at Logix Investments LLC.
Prior to founding the firm, he was Senior Vice President and Senior Portfolio Manager for Wells Fargo Bank’s PCS.
Prior to Wells Fargo, he served as Director of Research and Portfolio Manager for Securities Corporation of Iowa.
(SCI).
SCI was acquired by Wells Fargo in early 2001.
Prior to being recruited as Director of Research for SCI, he was Chief Sector Analyst and Editor for Ned Davis Research, Inc., since 1988.
From 1989 through 1996, he also served as editor for the following institutional research periodicals: Industry Watch, Group Update, Techno-Fundamental Ranks, and Top 30 Picks.
He has a B.A.
in Economics and is a Chartered Financial Analyst and Certified Investment Management Consultant.
He is a member of the Association for Investment Management Research and the Investment Management Consultants Association.
Donald Lewis Hagan active positions
| Companies | Position | Start |
|---|---|---|
Donald L. Hagan LLC
 Donald L. Hagan LLC Investment ManagersFinance Donald L. Hagan LLC, dba Day Hagan Asset Management (Day Hagan) is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida. The firm was founded in 2004 by Arthur Day, Donald Hagan and Linda Brown. Day Hagan offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Founder | 2003-12-31 |
DH Logix LLC
 DH Logix LLC Investment ManagersFinance Logix Investments LLC (Logix) is a registered wealth manager headquartered in Cleveland, Ohio. The firm was founded in 2017 and is a wholly-owned subsidiary of Gries Financial LLC. Formerly known as DH Logix LLC, Logix offers investment advisory services to institutions, individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Portfolio Manager-Equities | - |
Former positions of Donald Lewis Hagan
| Companies | Position | End |
|---|---|---|
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Portfolio Manager-Equities | - |
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Corporate Officer/Principal | - |
| SCI Capital Management, Inc. | Director of Research - Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
| SCI Capital Management, Inc. | Finance |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Finance |
DH Logix LLC
DH Logix LLC Investment ManagersFinance Logix Investments LLC (Logix) is a registered wealth manager headquartered in Cleveland, Ohio. The firm was founded in 2017 and is a wholly-owned subsidiary of Gries Financial LLC. Formerly known as DH Logix LLC, Logix offers investment advisory services to institutions, individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
Donald L. Hagan LLC
Donald L. Hagan LLC Investment ManagersFinance Donald L. Hagan LLC, dba Day Hagan Asset Management (Day Hagan) is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida. The firm was founded in 2004 by Arthur Day, Donald Hagan and Linda Brown. Day Hagan offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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