Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA at ⁠Fort Pitt Capital Group

Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA at ⁠Fort Pitt Capital Group

18 Minuten

Beschreibung

vor 1 Jahr

WEBSITE - https://www.fortpittcapital.com/⁠





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


Content is provided for educational purposes only. Opinions
provided include endorsements of the products and services
provided by Fort Pitt; however, they are not indicative of any
specific client experience or testimonial.





Dan Eye, CFA at ⁠Fort Pitt Capital Group⁠, an 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.





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 led 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. Effective November 1, 2024, Fort Pitt
merged with Kovitz Investment Group Partners LLC. Dan’s portfolio
management role will continue at Kovitz.





EDUCATION - BS, Wilmington University


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

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