Daniel Ward Email & Phone Number | As a senior investment executive with 20+ years of experience, including 15 as the investment lead for the Virginia Tech Foundation, I am committed to driving asset growth goals while minimizing financial/operational risk. I have demonstrated expert performance in building and directing high performing investment teams and collaborating with cross-functional financial leaders to execute key investment strategies. Recognized as a strategic, collaborative and data-driven leader, I enjoy cultivating diverse relationships and utilizing innovative investment tools and technologies to achieve portfolio growth objectives. Additionally, I’ve successfully built high-impact financial models, developed policies, and leveraged thematic research and financial analysis to consistently deliver strong and sustainable financial results. Asset allocation SME. CFA. EXPERTISE: Financial Endowments Wealth/Asset Management Client Relations (UHNW) Policy Development Investment Analysis/Advisory/Strategy Financial Operations Management Risk Management Asset Allocation Real Estate Strategy Program Development/Management Team Leadership Underwriting Due Diligence You can reach me via email at ward.a.daniel@gmail.com.

Daniel Ward

As a senior investment executive with 20+ years of experience, including 15 as the investment lead f...
Charlotte, Charlotte, United States

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Daniel Ward’s Email cfa@vt.edu

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Daniel Ward’s Location Charlotte, Charlotte, United States

Daniel Ward’s Current Industry Rcm Living

Daniel Ward’s Prior Industry Virginia Tech Foundation | Integritas Advisors | Jgm Securities

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Board Member

2023-08-01 00:00:00 - Present

Chief Investment Officer / Other Positions

2008-04-01 00:00:00 - 2023-06-01 00:00:00

Director Of Research

2004-08-01 00:00:00 - 2008-04-01 00:00:00

Proprietary Trader

2000-11-01 00:00:00 - 2002-05-01 00:00:00

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Daniel Ward is a As a senior investment executive with 20+ years of experience, including 15 as the investment lead for the Virginia Tech Foundation, I am committed to driving asset growth goals while minimizing financial/operational risk. I have demonstrated expert performance in building and directing high performing investment teams and collaborating with cross-functional financial leaders to execute key investment strategies. Recognized as a strategic, collaborative and data-driven leader, I enjoy cultivating diverse relationships and utilizing innovative investment tools and technologies to achieve portfolio growth objectives. Additionally, I’ve successfully built high-impact financial models, developed policies, and leveraged thematic research and financial analysis to consistently deliver strong and sustainable financial results. Asset allocation SME. CFA. EXPERTISE: Financial Endowments Wealth/Asset Management Client Relations (UHNW) Policy Development Investment Analysis/Advisory/Strategy Financial Operations Management Risk Management Asset Allocation Real Estate Strategy Program Development/Management Team Leadership Underwriting Due Diligence You can reach me via email at ward.a.daniel@gmail.com.