Markets Don’t Wait & Long-Term Investing With Dan Eye, Partner/CIO at Fort Pitt Capital - $5.5B AUM

Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, At Fort Pitt Capital Group With $5.5B AUM
Website:
⁠www.fortpittca...
Dan
Eye, CFA, Partner & CIO at ⁠Fort Pitt Capital Group⁠ ($5.5B in AUM) an independent, fee-only investment
management firm that provides solutions-based portfolio management and
consulting. Dan provides thought leadership on asset allocation, tactical
investment positioning, security selection decisions, and formulates the
overall economic view of the firm.
Bio:
⁠www.fortpittca...
FOCUS
Dan is responsible for ⁠Fort Pitt’s⁠ overall
investment style and strategy. He provides thought leadership on asset
allocation, tactical investment positioning, security selection decisions, and
collaborates with other investment team members to formulate the overall
economic view of the firm.
CAREER HIGHLIGHTS
Dan Eye has nearly 20 years of investment management experience,
starting with J.P. Morgan, where he actively managed discretionary portfolios
for high-net-worth individuals. From there, he went on to construct and manage
customized portfolios for ultra-high net worth clients with a
Philadelphia-based firm.
More recently, Dan served as Chief Investment Officer
for Harrisburg-based RIA Roof Advisory Group. He lead all strategic and
tactical decision making, analysis, research, and the implementation and monitoring
of the firm’s investment decisions and processes.
He joined Fort Pitt in 2019
as part of a merger and spent his first 3 years working closely with the firm’s
leadership to provide overall guidance of the firm’s investment management
processes, including ongoing evaluation of the firm’s comprehensive investment
strategies as he prepared for the role of Chief Investment Officer. Dan was
named as a Partner in 2022.
EDUCATION
BS, Wilmington University
COMMUNITY INVOLVEMENT
Dan is currently actively involved with Central Pennsylvania Food Bank
and Junior Achievement.
PERSONAL
Outside of the office, Dan enjoys fishing, following college football,
and spending time with his wife and two daughters.

[@Ella99121]

Dan Eye's perspective on the importance of a cohesive firm environment was particularly enlightening. Kudos to Adam Sarhan for hosting.

[@Daniel.Thomas75]

I appreciate the real-life examples Dan provided. Makes the advice much more relatable.

[@Daniel.Taylor9]

The emphasis on fundamental research and valuation in this video is commendable.

[@Hunter12223]

An educational piece on the importance of understanding and leveraging time horizons in investment.

[@William-Jones133]

The segment on the necessity of diversification across strategies was particularly well-spoken.

[@FrankWright953]

The blend of career insights and investment strategies was very educational.

[@Larry-Barnard]

Appreciate the detailed discussion on managing risk and avoiding overvaluation. This is invaluable advice for investors

[@Mark.Haris1]

Excellent interview, Adam and Dan! The insights into long-term investing and risk management were invaluable.

[@smartmoneycircleshowhosted6940]

Thank You Mark!

[@Umberto798]

The advice on having a sell discipline hit home. Thanks for the great tips

[@William-Jones133]

Loved the interview.

[@Hudson692]

Very informative video👍