Daniel Bergman

Analyst-Equity at

TD Securities (USA) LLC

Finance

Consumer Services

Profile

Daniel Bergman is currently a Research Associate at TD Securities (USA) LLC since 2024.
Formerly, Mr. Bergman was a Research Associate & Director at Cowen & Co. LLC from 2023 to 2024, an Equity Analyst at Jefferies LLC from 2021 to 2023, Vice President at Citigroup Global Markets, Inc. (Broker) from 2016 to 2021, Associate at VCP I Inc from 2006 to 2009, and held positions as Associate Analyst at UBS Securities LLC and Principal at Morgan Stanley Investment Management, Inc. Education includes an undergraduate degree from Harvard University and an MBA from The Wharton School of the University of Pennsylvania, conferred in 2010.

Daniel Bergman active positions

Companies	Position	Start
TD Securities (USA) LLC TD Securities (USA) LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/03/2024

All active positions of Daniel Bergman

Former positions of Daniel Bergman

Companies	Position	End
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/03/2024
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/07/2023
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/09/2021
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/09/2016
VCP I Inc VCP I Inc Investment ManagersFinance VCP invests in middle market companies located in the United States. The firm focuses on sectors such as consumer, healthcare and business & technology services. It provides financing for buyout, MBO, carve-outs and growth capital requirements and acquires both control and minority investments. It also makes follow-on investments.	Private Equity Analyst	31/12/2009

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Linked companies

Private companies	9
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Morgan Stanley Investment Management, Inc. Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.	Finance
TD Securities (USA) LLC TD Securities (USA) LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
VCP I Inc VCP I Inc Investment ManagersFinance VCP invests in middle market companies located in the United States. The firm focuses on sectors such as consumer, healthcare and business & technology services. It provides financing for buyout, MBO, carve-outs and growth capital requirements and acquires both control and minority investments. It also makes follow-on investments.	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services