Smart Money Circle

Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA at ⁠Fort Pitt Capital Group


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Smart Money CircleBy Adam Sarhan

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

15 ratings


More shows like Smart Money Circle

View all
InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

InvestTalk

1,504 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,183 Listeners

Masters in Business by Bloomberg

Masters in Business

2,181 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,363 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

513 Listeners

Investor's Edge with Gary Kaltbaum by Gary Kaltbaum

Investor's Edge with Gary Kaltbaum

165 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

153,514 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,299 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

81 Listeners

Investing With IBD by Investor's Business Daily

Investing With IBD

382 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,050 Listeners

Verdict with Ted Cruz by Premiere Networks

Verdict with Ted Cruz

44,239 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,912 Listeners

The Megyn Kelly Show by SiriusXM

The Megyn Kelly Show

38,723 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

983 Listeners