Daniel P. Brown

Director of Investment Management @Richardson Financial Group, Inc

Menomonee Falls, WI, US

My responsibilities include investment research and portfolio management. In addition, I serve as a senior member of the client relationship team. I also serves as a Member of the firm’s Executive Committee and Investment Committee.In my role as Director of Investment Management, I am responsible for overseeing the management of the investment strategies utilized in client portfolios. This includes investment due diligence/selection, portfolio construction, asset allocation and rebalancing of client portfolios. My due diligence responsibilities encompass both public and private investments.

University of Wisconsin-Milwaukee

Bachelor of Business Administration (BBA), Finance