CFA New Charterholder Reception
This is our annual reception to honour all Level III passed and 2019 New Charterholders. Registration is required and all qualifying members will receive their invitation with registration information.
Special Guest Speaker will be, 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. CFA Institute 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.