Dan Altman, Cfa
About Dan Altman, Cfa
Dan Altman, CFA, is a Supervisory Analyst at Jefferies and an Adjunct Professor at Nova Southeastern University, with over two decades of experience in investment research and leadership roles.
Title and Current Roles
Dan Altman is currently functioning as a Supervisory Analyst at Jefferies since 2022, based in Fort Lauderdale, Florida. In addition to his role at Jefferies, Dan is also an Investor at DLAEN LLC and Rescue Products. He is further contributing academically as an Adjunct Professor at Nova Southeastern University’s Huizenga College of Business in Davie, Florida, since 2020.
Previous Experience at BTIG
Dan Altman served as a Supervisory Analyst at BTIG in 2022 for a duration of seven months. His role there involved overseeing the compliance and regulatory aspects of financial analyses and reports.
Leadership at Bradesco BBI
Dan Altman held the position of Head of Research at Bradesco BBI from 2015 to 2019. Based in the Greater New York City Area, his responsibilities included guiding the research team and providing in-depth analysis of market trends and financial opportunities.
Background in Equity Research and Investment
Dan's extensive career includes significant roles such as Co-Portfolio Manager at Guggenheim Partners in 2014-2015 and Senior Investment Advisor at Phibro Trading/Astenbeck Capital Markets from 2012 to 2014. He also served as Head of Research at Harbor Bridge Emerging Markets and held a key position as Senior Equity Research Analyst at Zweig-Dimenna Associates. Prior to these roles, he worked for 11 years at Bear Stearns & Co. as an Equity Research Analyst, Senior Managing Director.
Educational Background and Expertise
Dan Altman earned his MIA in International Finance from Columbia University - School of International and Public Affairs between 1994 and 1996. He completed his undergraduate studies in Social Sciences with Honors at the University of Ottawa from 1989 to 1993. With over twenty years of experience in financial analysis and investment, Dan has developed a passion for research, leadership, and mentoring.