Loading Events

« All Events

  • This event has passed.

2019 New Charterholder reception

Jan 14, 2020 12:00 am

Private reception prior to 2020 Outlook Dinner to recognize the 2019 New Charterholders and Level 3 Passed Candidates.


Dan Fasciano, CFA
Dan Fasciano is the National Director of Portfolio Management at BNY Mellon Wealth Management. In this capacity he is responsible for overseeing the implementation of the firm’s asset allocation and overall investment thinking into $250 billion of its client portfolios. He is a voting member of the firm’s Investment Strategy and Investment Policy Committees. Additionally, Dan works directly with a number of the firm’s larger family relationships on a range of investment matters including asset allocation.

Prior to his return to BNY Mellon, Dan served as Director of the State of Florida’s $17 billion Treasury and for a number of years as Head of US Investment Office for Aviva Investors, one of London’s largest investment firms.

Dan is currently a member of the CFA Institute’s Board of Governors where he chairs its Investment Committee. The CFA currently includes 170,000 active members worldwide. He served for a number of years as the Presidents Council Chair at the CFA Institute and Presidents Council Representative representing the Eastern United States. Dan is past Chair of the 6,000 member CFA Society Boston as well a past member of its Board of Directors. He was awarded lifetime membership at the CFA Society Boston in 2016.

Dan received his BA from the University of New Hampshire and his MBA from Boston University. In addition to the CFA designation, Dan maintains both the CAIA and CMT designations.


Jan 14, 2020
12:00 am
Event Category:


Charlotte Marriott City Center
100 W Trade St
Charlotte, NC 28202 United States