Dan McNichol
President at Suncoast Equity Management
- Role
- President at Suncoast Equity Management
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Dan McNichol
Senior Executive with over 35 years professional experience in the Financial Services…
Experience
President
Apr 2020 — Present · Tampa, FL, US
Responsible for leading in the day to day management of the firm, as well as long term strategic planning, client relationship management and Institutional/Intermediary business development. Founded in 1997, Suncoast Equity Management is a boutique investment company that specializes in managing concentrated portfolios of growth oriented US equities. Client companies include RBC Wealth Management, Truist Wealth, PNC Investments, Stifel Financial, RW Baird & Co, Envestnet, SmartX Advisory and Adhesion Wealth among others. Suncoast currently manages $2 billion in AUM/AUA.
Education
Fairfield University
Bachelor of Science - Marketing
1982 — 1986
Skills
- Organizational Leadership
- Sales Presentations
- Business Relationship Management
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