Dan La Sorte, Cfa
About Dan La Sorte, Cfa
Dan La Sorte is an Investment Banking Associate at Jefferies in New York, with a background in finance and investment management from previous roles at Wells Fargo and Bank of America.
Title
Dan La Sorte currently holds the position of Investment Banking Associate at Jefferies. He has been serving in this role since 2022, contributing to the financial strategies and operations within the company.
Professional Experience at Jefferies
Dan La Sorte has an ongoing association with Jefferies, where he started as an Investment Banking Summer Associate in 2021. Following his stint as a summer associate, he transitioned into his current role as Investment Banking Associate in 2022.
Previous Roles at Wells Fargo
Before joining Jefferies, Dan La Sorte worked at Wells Fargo. He served as AVP, Investment Strategist, from 2019 to 2020. Prior to that, he was an Investment Management Specialist from 2018 to 2019. His responsibilities included strategic investment planning and management.
Background in Investment and Portfolio Management
Dan La Sorte has a strong background in investment and portfolio management. He worked at Bank of America as AVP, Portfolio Manager Associate, from 2016 to 2018, and as Portfolio Manager Assistant from 2014 to 2016. His roles focused on portfolio analysis and management strategies.
Education and Expertise
Dan La Sorte holds a Master of Business Administration (MBA) from UNC Kenan-Flagler Business School, which he completed in 2022. He also holds a Bachelor's Degree in Finance from Penn State University, completed in 2014. His academic background supports his expertise in finance and investment banking.