Daniel Lupo, Cfa
About Daniel Lupo, Cfa
Daniel Lupo, CFA, is the Senior Vice President at Jefferies, with extensive experience in finance and accounting roles across various firms in the Greater New York City Area.
Title
Daniel Lupo currently holds the position of Senior Vice President at Jefferies, a role he has been in since 2021 in the Greater New York City Area. Prior to this, he served as Vice President from 2018 to 2021 and as an Associate from 2016 to 2018 at the same company.
Professional Experience
Daniel Lupo has extensive experience in the financial industry, having worked at several prominent firms. Before his current role at Jefferies, he worked at Telsey Advisory Group as an Equity Research Associate for seven months in 2016. He also served as a High Yield Research Analyst at Stifel Financial Corp. from 2014 to 2016 in Greenwich, CT. His early career includes internships at KPMG US, Priceline.com, and Profits and Gains, as well as roles in accounting and finance at Saint Leo University and Aspetuck Valley Country Club.
Education and Expertise
Daniel Lupo possesses strong academic credentials in accounting and finance. He earned a Master's Degree in Accounting from the University of Connecticut School of Business (2014-2015) and a Bachelor's Degree in Accounting from Saint Leo University (2011-2014). Additionally, he studied accounting at Methodist University from 2010 to 2011. His comprehensive academic background has equipped him with the foundational knowledge necessary for his roles in the financial sector.
Background
Daniel Lupo began his educational journey at Notre Dame Catholic High School, attending from 2006 to 2010. He then pursued higher learning in the field of accounting, initially at Methodist University and subsequently at Saint Leo University and the University of Connecticut School of Business. His internships and early roles in finance and accounting have contributed to a well-rounded professional background.