Peter Burgess Connections ... LinkedIn
Richard Dahling

Richard Dahling ... Senior Institutional Investment Consultant; Chartered Financial Analyst (CFA) ... Greater New York City Area ... Financial Services

Burgess COMMENTARY
I'd like to add you to my professional network on LinkedIn. I am fascinated by the question of what is wealth and where did wealth come from - Peter Burgess
Peter Burgess

2nd Richard Dahling Senior Institutional Investment Consultant; Chartered Financial Analyst (CFA) Greater New York City AreaFinancial Services Current Fidelity Investments Previous BMO Nesbitt Burns Education CFA Institute 242 connectionsConnectSend Richard InMailMore options Relationship Contact Info Invited 30 seconds ago Background Summary Provide investment consulting to 65 corporate and foundation plan sponsors with a total of $14 billion in assets under administration. Represent proprietary and non-proprietary equity and fixed income funds and their respective portfolio managers through comprehensive investment analyses given to plan sponsor retirement committees Growth Orientation-originated and grew New York City-based consulting practice with assets under supervision increasing from $7 billion in 2001 to $14 billion in 2013 Thought Leader-recruited by Investment Consulting Services’ senior management to provide topics and themes for economic and market reviews, create lifecycle competitor due diligence materials and mutual fund fundamental analyses. Perspectives on macroeconomic issues highly valued by plan sponsor clients and colleagues Client Focused-Increased committee presentations from 60 in 2001 to 110 in 2013 Sales/Retention Leadership-represented Fidelity as an investment expert on new business opportunities and re-bids with combined assets in excess of $3.0 billion Integrity-selected to represent Fidelity in 2010 at a fee litigation trial held in U. S. District Court Outstanding reputation-consistently receive top declie client satisfaction scores from plan sponsors and colleauges Specialties: Investment product expert Macroeconomic analyses Making complex capital markets/asset classes topics understandable for institutional clients Building relationships with “C” level executives Sales finals Internal project leadership Mentoring of investment consultants and research analysts Experience Fidelity InvestmentsVice President-Investment Consulting Fidelity Investments December 1997 – Present (16 years 7 months) BMO Nesbitt BurnsDirector BMO Nesbitt Burns April 1992 – December 1997 (5 years 9 months) Skills & Endorsements Top Skills 12Investments 7Mutual Funds 4Due Diligence 2Retirement 2Asset Management 2Equities 2Fixed Income 1Executive Management 1Leadership 1Series 7 Richard also knows about... 1Analysis 1Sales 1Fundraising Education CFA Institute CFA, Asset Management 1992 – 1992 University of Virginia - Darden Graduate School of Business Administration University of Virginia - Darden Graduate School of Business Administration MBA 1985 – 1987 Chairman of 20th and 25th Reunion Fundraising Campaigns..received multiple awards for goals achieved in 25th Reunion Campaign Activities and Societies: Class Agent, 2002 to present Trinity College-Hartford Trinity College-Hartford BA, Economics 1977 – 1981 Additional Info Interests Economics; public policy; reading; golf; music and biking Honors & Awards Additional Honors & Awards UVA Darden School-20th Reunion Fundraising Campaign (2007)-Participation and Dollars Raised ConnectionsShared (1) Amanda VaillAmanda Vaill1st Member of the Advisory Board at Leon Levy Center for Biography, The Graduate Center, City University of New York PreviousNext Groups 401(k) 401(k) Join Alliance of Financial Leaders Alliance of Financial Leaders Join DCIIA - Defined Contribution Institutional Investment Association DCIIA - Defined Contribution Institutional Investment Association Join Darden MBA Recruiting Darden MBA Recruiting Join NBD Bank NBD Bank Join Security Pacific National Bank Alumni Security Pacific National Bank Alumni Join Stocks, Bonds, Mutual Funds, ETFs, Real Estate - Investments Networking Group Stocks, Bonds, Mutual Funds, ETFs, Real Estate - Investments Networking Group Join Following Fidelity Investments Financial Services Follow Schools Trinity College-Hartford Hartford, Connecticut Area Follow University of Virginia Darden School of Business Charlottesville, Virginia Area Follow