Dan Mintz

Director of Research - Equity at Clifford Swan Investment Counsel LLC

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Profile

Mr. Daniel J.
Mintz is a Principal & Director of Equity Research at Clifford Swan Investment Counsel LLC.
He joined the firm in 2017 to conduct fundamental equity research, primarily on high-quality mid- to large-capitalized companies.
He works closely with members of the research team on rendering buy/sell recommendations, creating valuation models, and conducting ongoing due diligence.
Prior to joining Clifford Swan, he was an Investment Analyst at Holdsworth & Co., LLC.
Previously, he held positions in equity capital markets at Collins Stewart LLC and Bank of America Merrill Lynch.
He received his undergraduate degree from the University of California San Diego (2016) and an MBA from the University of Southern California (2015).

Dan Mintz active positions

Companies	Position	Start
Clifford Swan Investment Counsel LLC Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses.	Director of Research - Equity	2023-12-31

All active positions of Dan Mintz

Former positions of Dan Mintz

Companies	Position	End
Collins Stewart LLC Collins Stewart LLC Investment Banks/BrokersFinance Founded in 1991, Collins Stewart LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of UK-based Collins Stewart Plc. Their research focuses on the aerospace and defense, technology, telecommunications, biotechnology, Internet/software and semiconductors sectors	Corporate Officer/Principal	2012-02-29
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	2009-06-30
Holdsworth & Co. LLC Holdsworth & Co. LLC Miscellaneous Commercial ServicesCommercial Services Holdsworth & Co. LLC provides corporate environment services. The private company is based in Pasadena, CA. The company was founded by Mark Keith Holdsworth.	Corporate Officer/Principal	-

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Training of Dan Mintz

University of California San Diego	Undergraduate Degree
University of Southern California	Masters Business Admin

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Linked companies

Private companies	4
Clifford Swan Investment Counsel LLC Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses.	Finance
Holdsworth & Co. LLC Holdsworth & Co. LLC Miscellaneous Commercial ServicesCommercial Services Holdsworth & Co. LLC provides corporate environment services. The private company is based in Pasadena, CA. The company was founded by Mark Keith Holdsworth.	Commercial Services
Collins Stewart LLC Collins Stewart LLC Investment Banks/BrokersFinance Founded in 1991, Collins Stewart LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of UK-based Collins Stewart Plc. Their research focuses on the aerospace and defense, technology, telecommunications, biotechnology, Internet/software and semiconductors sectors	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance

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