Dan Charles
Corporate Officer/Principal at COHEN & STEERS, INC.
Net worth: 4 M $ as of 2024-04-29
Profile
Mr. Dan P.
Charles is a Global Head of Business Development at William Blair & Co. LLC.
Prior to joining William Blair in 2010, he worked at Janus Capital Group.
Before his position at Janus, he was national head of sales for Bank of America Institutional Investment Solutions, and before that he spent 13 years with ING and Aetna Financial Services overseeing their sales and client service operations in San Francisco, Chicago, and New York.
Mr. Charles received his undergraduate degree from Rockhurst University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
COHEN & STEERS, INC.
0.11% | 2024-03-13 | 52,364 ( 0.11% ) | 4 M $ | 2024-04-29 |
Dan Charles active positions
| Companies | Position | Start |
|---|---|---|
| COHEN & STEERS, INC. | Corporate Officer/Principal | - |
Former positions of Dan Charles
| Companies | Position | End |
|---|---|---|
| ING Vysya Bank Ltd. (Broker) | Analyst-Equity | 2002-12-30 |
Aetna Ventures LLC
 Aetna Ventures LLC Investment ManagersFinance Aetna Ventures LLC (Aetna Ventures) is a venture capital subsidiary of Aetna, Inc. founded in 1853. The firm is headquartered in Hartford, Connecticut. | Corporate Officer/Principal | 1999-12-30 |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Corporate Officer/Principal | - |
Training of Dan Charles
| Rockhurst University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| COHEN & STEERS, INC. | Finance |
| Private companies | 3 |
|---|---|
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Finance |
| ING Vysya Bank Ltd. (Broker) | Finance |
Aetna Ventures LLC
Aetna Ventures LLC Investment ManagersFinance Aetna Ventures LLC (Aetna Ventures) is a venture capital subsidiary of Aetna, Inc. founded in 1853. The firm is headquartered in Hartford, Connecticut. | Finance |
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