![Daniel Tran](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Daniel Tran is currently working as a Research Associate at Stifel Nicolaus Canada, Inc. He previously worked as an Associate at Dundee Corp.
and as a Senior Analyst at State Street Corp.
He also worked as an Equity Analyst at Coerente Capital Management, Inc. from 2018 to 2021.
Mr. Tran completed his undergraduate degree from Toronto Metropolitan University.
Daniel Tran active positions
| Companies | Position | Start |
|---|---|---|
Stifel Nicolaus Canada, Inc.
 Stifel Nicolaus Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/11/2021 |
Former positions of Daniel Tran
| Companies | Position | End |
|---|---|---|
Coerente Capital Management, Inc.
 Coerente Capital Management, Inc. Investment ManagersFinance Coerente employs a Growth-at-a-Reasonable-Price (GARP) investment style. The firm seeks to provide a fundamental, low risk and low fee approach in building customized portfolios tailored to individual client needs. They identify quality companies with enduring businesses that are well managed as well as demonstrating good governance and sustainability. The emphasis is on large-cap companies with steady cash flows. Coerente uses internal fundamental research to properly identify and value equity candidates which meet their investment criteria. Their fixed income style is an extension of the equity research process. | Analyst-Equity | 01/11/2021 |
| DUNDEE CORPORATION | Corporate Officer/Principal | - |
State Street Corp. (Fund Distributor)
 State Street Corp. (Fund Distributor) Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Training of Daniel Tran
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Dundee Corp.
 Dundee Corp. Investment ManagersFinance Provides wealth management and financial services | Finance |
Toronto Metropolitan University of
 Toronto Metropolitan University of Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
State Street Corp. (Fund Distributor)
State Street Corp. (Fund Distributor) Investment ManagersFinance Provides investment advice | Finance |
Coerente Capital Management, Inc.
Coerente Capital Management, Inc. Investment ManagersFinance Coerente employs a Growth-at-a-Reasonable-Price (GARP) investment style. The firm seeks to provide a fundamental, low risk and low fee approach in building customized portfolios tailored to individual client needs. They identify quality companies with enduring businesses that are well managed as well as demonstrating good governance and sustainability. The emphasis is on large-cap companies with steady cash flows. Coerente uses internal fundamental research to properly identify and value equity candidates which meet their investment criteria. Their fixed income style is an extension of the equity research process. | Finance |
Stifel Nicolaus Canada, Inc.
Stifel Nicolaus Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
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