Dan Stevenson
Joliet, Illinois,United States
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Dan Stevenson is a highly accomplished investment professional and Chartered Financial Analyst (CFA) with approximately 20 years of extensive experience in investment strategy, portfolio management, and financial analysis. He has a proven track record of developing and implementing successful investment theses across various asset classes for institutional and high-net-worth clients. Dan is recognized for his analytical rigor, deep understanding of market dynamics, and ability to translate complex financial concepts into actionable advice. He is dedicated to upholding the highest ethical standards and delivering superior risk-adjusted returns.
Professional Summary
Dan Stevenson's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CFA Charterholder
Successfully completed the rigorous Chartered Financial Analyst (CFA) program, demonstrating mastery in investment tools, asset valuation, portfolio management, wealth planning, and professional ethics.
Senior Portfolio Manager/Investment Strategist
Held senior roles at reputable financial institutions, responsible for overseeing multi-billion dollar portfolios, formulating investment policies, and leading investment research teams. Consistently met or exceeded performance benchmarks.
Thought Leadership in Investment
Authored several insightful market commentaries and white papers on topics such as asset allocation, emerging market trends, and alternative investments. Frequently sought for expert opinions by industry publications.
Client Relationship Excellence
Distinguished for building and maintaining strong, long-term relationships with key institutional clients, providing exceptional service and customized investment solutions that align with their unique objectives.
Educational Background
Indiana University Bloomington - Year 1984
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Company Overview
Midland States BankMidland States Bank is a community-based financial institution providing a comprehensive suite of banking, wealth management, and insurance services to individuals, families, and businesses. Headquartered in Effingham, Illinois, it operates branches across Illinois and Missouri, and also has a commercial lending presence in other markets including Colorado and St. Louis. The bank focuses on building long-term customer relationships and supporting community growth through personalized service and local decision-making.
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