Daniel Butterly, CFA

Experience

• 

  Cornell University

  Jan 2007 - May 2008

  Biopsychology Researcher

  Led a research group that studied the effect of lesions in the rat hippocampus during a context-based odor discrimination taskTrained and supervised five undergraduate students to perform various tasks necessary for completing this researchWrote comprehensive honor’s thesis and presented findings to a panel of faculty members

• 

  Ward Ferry Management Ltd.

  Feb 2009 - Dec 2009

  Investment Analyst

  Researched Asian Pacific companies using sell-side research, Bloomberg, company information and valuation models to create reports for investment decisionsInvestigated the precious metals market using public databases to develop valuation models, which culminated in an investment recommendation to the portfolio managerWrote comprehensive research reports and investment recommendations based on publicly available information, sell-side research, company interviews and valuation models, which were presented to the portfolio manager and contributed to investment decisions Show less

• 

  Headwaters MB

  Jan 2011 - Mar 2013

  Analyst

  Worked on sell-side and buy-side deals for middle-market companies in the Waste & Recycling and Chemicals & Plastics sectorsConstructed pitches for marketing services and engaging clients and drafted Confidential Information MemorandumsCreated intricate operational and financial modelsAnalyzed client and target structure and environment to discover growth opportunities and cost synergies in order to best evaluate company value

• 

  Topliff-Peak Enterprises, LLC

  Jan 2013 - Aug 2015

  Co-Founder / Partner

  Invested in multi-family residential and commercial real estateModeled and analyzed investment opportunities in various risk/return scenariosDeveloped investor presentations for fundraising and quarterly performance reportsEngaged in fundraising and communicated with investorsManaged realtors, contractors, lawyers and bankers during property and financing acquisitionsManaging property operations, accounting, maintenance and tenant acquisitionNegotiated purchase contracts for investment properties Show less

• 

  Akemi Capital

  Jun 2014 - Aug 2014

  Intern Analyst

  Wrote initiating equity and fixed income research reports for equity and high yield bond funds Analyzed US-based equities and high yield bonds, utilizing databases, secondary and primary research and made investment recommendationsMentored and supervised undergraduate analysts.

• 

  Wells Fargo

  Sept 2015 - Jul 2019

  Investment Manager

  Managed investment portfolios for individuals, trusts and institutionsAnalyzed client risk tolerances, return objectives and unique circumstances to create and modify investment policy statements Engaged clients to discuss investment performance, market conditions and investment strategiesPlanned and executed allocation transitions, balancing tax efficiency, time and client preferences

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  Abbot Downing

  Aug 2019 - Jul 2022

  Implement investment strategies for ultra-high net worth clients $50MM+ including tax-aware portfolio design, rebalancing and risk managementCreate and leverage operational processes and Excel-based and other software tools to maintain and increase operational consistency, quality and efficiency Perform investment research and analysis and communicate marketing findings to clients and leadersCreate custom client presentations for prospective new business and on-going client reviewsCoordinate and consult with broader relationship team to deliver holistic investment service and other full-service solutions based on customer objectives Show less

  • Senior Investment Analyst

    Jun 2021 - Jul 2022

  • Investment Analyst

    Aug 2019 - Jun 2021
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  City National Rochdale

  Aug 2022 - now

  Associate Portfolio Manager