Daniel P. Brown

Background

About Daniel P. Brown

I am an investment professional with 30 years of experience. My background includes managing diversified portfolios across the risk spectrum, equity mutual funds, and separate account strategies. At Richardson Financial Group we help individual and families manage their complex financial matters. We have a team of specialists that provide expert guidance in all aspects of wealth management - investment management, tax & estate planning, insurance services, and financial planning. My due diligence capabilities include research of both public and private investment strategies. I have a strong background managing both active and passive investments. I have earned my Chartered Financial Analyst (CFA) designation, which is regarded as the key certification for investment professionals, especially in the areas of research and portfolio management. Core Competencies: Diversified Portfolio Management Due Diligence of Public & Private Investments Equity Portfolio Management Quantitative & Fundamental Investing Security Analysis Leadership Portfolio Optimization Strategic & Tactical Planning New/Existing Business Development Mutual Fund Management Separate Account Management My interests outside of work include hiking, mountain biking, bird hunting with my lab, carpentry, and camping with my kids.