$5.5B Firm - Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, At Fort Pitt Capital Group With $5.5B AUM
Description
Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, At
Fort Pitt Capital Group With $5.5B AUM
Website:
https://www.fortpittcapital.com/
Dan
Eye, CFA, Partner & CIO at Fort Pitt Capital Group ($5.5B in AUM) an independent, fee-only investment
management firm that provides solutions-based portfolio management and
consulting. Dan provides thought leadership on asset allocation, tactical
investment positioning, security selection decisions, and formulates the
overall economic view of the firm.
Bio:
https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/
FOCUS
Dan is responsible for Fort Pitt’s overall
investment style and strategy. He provides thought leadership on asset
allocation, tactical investment positioning, security selection decisions, and
collaborates with other investment team members to formulate the overall
economic view of the firm.
CAREER HIGHLIGHTS
Dan Eye has nearly 20 years of investment management experience,
starting with J.P. Morgan, where he actively managed discretionary portfolios
for high-net-worth individuals. From there, he went on to construct and manage
customized portfolios for ultra-high net worth clients with a
Philadelphia-based firm.
More recently, Dan served as Chief Investment Officer
for Harrisburg-based RIA Roof Advisory Group. He lead all strategic and
tactical decision making, analysis, research, and the implementation and monitoring
of the firm’s investment decisions and processes.
He joined Fort Pitt in 2019
as part of a merger and spent his first 3 years working closely with the firm’s
leadership to provide overall guidance of the firm’s investment management
processes, including ongoing evaluation of the firm’s comprehensive investment
strategies as he prepared for the role of Chief Investment Officer. Dan was
named as a Partner in 2022.
EDUCATION
BS, Wilmington University
COMMUNITY INVOLVEMENT
Dan is currently actively involved with Central Pennsylvania Food Bank
and Junior Achievement.
PERSONAL
Outside of the office, Dan enjoys fishing, following college football,
and spending time with his wife and two daughters.
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