EPISODE · May 21, 2024 · 17 MIN
Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA at Fort Pitt Capital Group
from Smart Money Circle · host Adam Sarhan
WEBSITE - https://www.fortpittcapital.com/ BIO - https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/ Content is provided for educational purposes only. Opinions provided include endorsements of the products and services provided by Fort Pitt; however, they are not indicative of any specific client experience or testimonial. Dan Eye, CFA at Fort Pitt Capital Group, an 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. 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 led 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. Effective November 1, 2024, Fort Pitt merged with Kovitz Investment Group Partners LLC. Dan’s portfolio management role will continue at Kovitz. EDUCATION - BS, Wilmington University PERSONAL - Outside of the office, Dan enjoys fishing, following college football, and spending time with his wife and two daughters.
What this episode covers
WEBSITE - https://www.fortpittcapital.com/ BIO - https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/ Content is provided for educational purposes only. Opinions provided include endorsements of the products and services provided by Fort Pitt; however, they are not indicative of any specific client experience or testimonial. Dan Eye, CFA at Fort Pitt Capital Group, an 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. 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 led 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. Effective November 1, 2024, Fort Pitt merged with Kovitz Investment Group Partners LLC. Dan’s portfolio management role will continue at Kovitz. EDUCATION - BS, Wilmington University PERSONAL - Outside of the office, Dan enjoys fishing, following college football, and spending time with his wife and two daughters.
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Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA at Fort Pitt Capital Group
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