Daniel B. Segal

About Daniel B. Segal

Throughout my investment management career, I’ve made significant contributions as a…

Experience

1. Senior Investment Manager - Wealth Management

   Linden Thomas & Company

   May 2024 — Present · Charlotte, NC, US

   Developed multiple thematic and risk-aware equity strategies including an AI Index (AI Crusaders), a defensive product (Shield and Yield), a large cap growth, and an aggressive growth strategyUsed Factset to create the models, Axioma to optimize, and a combination of Portfolio Simulator and Zephyr to backtestPrepared hundreds of financial evaluations for closing new business using SmartStation, Zephyr, Factset, and custom coding in multiple MS Office productsAuthored over 100 Personal Finance and market-centric articles for our proprietary online Client Education Institute. Created hundreds of associated visualizations as article exhibitsDesigned, developed, and implemented a Trade Ticket Tracking system(T3) which effectively revolutionized the workflow (prior to T3 this was all done on paper and a couple of ancient Excel spreadsheets)Introduced the Weekly Idle Cash process–allowing our Ops team to ensure all excess cash is gainfully deployed to fee-generating assetsCompletely automated the SEC-mandated monthly bond surveillance filing for our Fixed Income ETF\'sCreated a Bond Allocation application that increased fixed-income trade capacity by 400%Automated (most of) our Tax-Loss Harvesting process, effectively doubling the number of completionsWrote periodic market, macro, and firm commentaryLed the successful launch of two new Equity ETF’s (under our Indexperts brand) from concept to market: RILA (The Gorilla Aggressive Growth ETF) and QIDX (Quality Earnings Focused ETF)Responsible for all ETF trading operations including daily orders, rebalancing, and reconstitutions as well as all regulatory compliance including SEC filings and documentation Built an end-to-end cash flow tracking system, ensuring that every dollar that comes through the door is accurately tracked, allocated, and verifiedLed the introduction of our proprietary Portfolio Attribution platform, built with Factset, Excel, VBA, and MS Word

Education

• University of Hartford

  Mathematics

• Bryant University

  BS, Business Administration

Skills

• Financial Modeling
• Derivatives
• Sql
• Microsoft Excel
• Microsoft Sql Server
• Vba
• C#
• .net
• Sdlc
• Bloomberg
• Numerix
• Risk Management
• Investments
• Visual Basic
• Valuation
• Marketqa
• Business Analysis
• Sql Server
• Equities
• Portfolio Management
• Asset Management