Dan Hanson

Corporate Officer/Principal at

CFA Institute

Finance

Consumer Services

Commercial Services

Profile

Mr. Daniel P.
Hanson, CFA MBA, is a Group Head, Senior Portfolio Manager & Managing Director at Neuberger Berman Investment Advisers LLC and a Member at CFA Institute.
He joined the firm in January 2022.
He has over 32 years of Industry experience.
He also has over 4 years with the firm.
He Joins Neuberger Berman from Waddell & Reed and Ivy Investments, where he was Chief Investment Officer.
Previously, he served as Head of Impact Investing for JANA Partners.
Prior to that role, he was Partner and Head of U.S.
Equities, and Co-Chair of the Investment Strategy Committee with Jarislowsky Fraser Global Investment Management.
Previously, He spent 10 years at BlackRock where he launched and managed the firm’s first fundamental, active ESG strategy, the BlackRock Socially Responsible Equity strategy.
He received his Bachelor’s Degree in Economics and French from Middlebury College, and earned an MBA, Accounting and Analytic Finance, from The University of Chicago.
He is a CFA charter holder.

Dan Hanson active positions

Companies	Position	Start
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	-
Neuberger Berman Investment Advisers LLC Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis.	Portfolio Manager-Equities	01/01/2022

All active positions of Dan Hanson

Former positions of Dan Hanson

Companies	Position	End
Ivy Investment Management Co. Ivy Investment Management Co. Investment ManagersFinance Ivy Investments has investment principles through all the market cycles that shape their investment philosophy and approach to asset management. These principles include: rigorous fundamental research, collaboration and accountability, and growth and protection of investors’ assets. Their strategies are based on fundamental research and their investment process. The firm balances the top-down analysis with a bottom-up (researching individual issuers) stock selection process in an effort to identify stocks that it believes may outperform that market over a one- to three-year time period and are best positioned to maximize their competitive advantage.	Chief Investment Officer	01/11/2021
WADDELL & REED FINANCIAL, INC.	Chief Investment Officer	30/04/2021
Jarislowsky, Fraser U.S.A., Inc. Jarislowsky, Fraser U.S.A., Inc. Investment ManagersFinance Provides investment advice	Analyst-Equity	01/03/2018
Sustainability Accounting Standards Board Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Operates as a professional organization	Director/Board Member	01/01/2015
Merrill Lynch Investment Managers, Inc. Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.	Analyst-Equity	03/10/2006

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Linked companies

Private companies	10
Waddell & Reed Financial, Inc. Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Provides investment advisory, investment management, investment product underwriting, distribution and administrative services	Finance
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.	Finance
Merrill Lynch Investment Managers, Inc. Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed.	Finance
The University of Chicago The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Middlebury College Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services
Neuberger Berman Investment Advisers LLC Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis.	Finance
Ivy Investment Management Co. Ivy Investment Management Co. Investment ManagersFinance Ivy Investments has investment principles through all the market cycles that shape their investment philosophy and approach to asset management. These principles include: rigorous fundamental research, collaboration and accountability, and growth and protection of investors’ assets. Their strategies are based on fundamental research and their investment process. The firm balances the top-down analysis with a bottom-up (researching individual issuers) stock selection process in an effort to identify stocks that it believes may outperform that market over a one- to three-year time period and are best positioned to maximize their competitive advantage.	Finance
Sustainability Accounting Standards Board Sustainability Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services Operates as a professional organization	Commercial Services
Jarislowsky, Fraser U.S.A., Inc. Jarislowsky, Fraser U.S.A., Inc. Investment ManagersFinance Provides investment advice	Finance

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