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$5.5B Firm - Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, At Fort Pitt Capital Group With $5.5B AUM

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Manage episode 419499513 series 3232962
Content provided by Adam Sarhan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Sarhan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, At Fort Pitt Capital Group With $5.5B AUM

Website: https://www.fortpittcapital.com/

Dan Eye, CFA, Partner & CIO at Fort Pitt Capital Group ($5.5B in AUM) an independent, fee-only investment management firm that provides solutions-based portfolio management and consulting. Dan provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and formulates the overall economic view of the firm.

Bio:
https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/

FOCUS

Dan is responsible for Fort Pitt’s overall investment style and strategy. He provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and collaborates with other investment team members to formulate the overall economic view of the firm.

CAREER HIGHLIGHTS

Dan Eye has nearly 20 years of investment management experience, starting with J.P. Morgan, where he actively managed discretionary portfolios for high-net-worth individuals. From there, he went on to construct and manage customized portfolios for ultra-high net worth clients with a Philadelphia-based firm.

More recently, Dan served as Chief Investment Officer for Harrisburg-based RIA Roof Advisory Group. He lead all strategic and tactical decision making, analysis, research, and the implementation and monitoring of the firm’s investment decisions and processes.

He joined Fort Pitt in 2019 as part of a merger and spent his first 3 years working closely with the firm’s leadership to provide overall guidance of the firm’s investment management processes, including ongoing evaluation of the firm’s comprehensive investment strategies as he prepared for the role of Chief Investment Officer. Dan was named as a Partner in 2022.

EDUCATION

BS, Wilmington University

COMMUNITY INVOLVEMENT

Dan is currently actively involved with Central Pennsylvania Food Bank and Junior Achievement.

PERSONAL

Outside of the office, Dan enjoys fishing, following college football, and spending time with his wife and two daughters.

--- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
  continue reading

179 episodes

Artwork
iconShare
 
Manage episode 419499513 series 3232962
Content provided by Adam Sarhan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Sarhan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, At Fort Pitt Capital Group With $5.5B AUM

Website: https://www.fortpittcapital.com/

Dan Eye, CFA, Partner & CIO at Fort Pitt Capital Group ($5.5B in AUM) an independent, fee-only investment management firm that provides solutions-based portfolio management and consulting. Dan provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and formulates the overall economic view of the firm.

Bio:
https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/

FOCUS

Dan is responsible for Fort Pitt’s overall investment style and strategy. He provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and collaborates with other investment team members to formulate the overall economic view of the firm.

CAREER HIGHLIGHTS

Dan Eye has nearly 20 years of investment management experience, starting with J.P. Morgan, where he actively managed discretionary portfolios for high-net-worth individuals. From there, he went on to construct and manage customized portfolios for ultra-high net worth clients with a Philadelphia-based firm.

More recently, Dan served as Chief Investment Officer for Harrisburg-based RIA Roof Advisory Group. He lead all strategic and tactical decision making, analysis, research, and the implementation and monitoring of the firm’s investment decisions and processes.

He joined Fort Pitt in 2019 as part of a merger and spent his first 3 years working closely with the firm’s leadership to provide overall guidance of the firm’s investment management processes, including ongoing evaluation of the firm’s comprehensive investment strategies as he prepared for the role of Chief Investment Officer. Dan was named as a Partner in 2022.

EDUCATION

BS, Wilmington University

COMMUNITY INVOLVEMENT

Dan is currently actively involved with Central Pennsylvania Food Bank and Junior Achievement.

PERSONAL

Outside of the office, Dan enjoys fishing, following college football, and spending time with his wife and two daughters.

--- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
  continue reading

179 episodes

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