Daniel D. Sottosanti joined the Fuchs Schulman Wealth Management Group of Wells Fargo Advisors in 2014 and fulfills the role of senior analyst overseeing the analysis of the group's proprietary asset management program, FSG Strategies, and the analysis for the group’s institutional consulting business.
As a member of the group’s investment committee, he helps guide the group’s global asset allocation and research process. Additionally, Daniel conducts quantitative and qualitative investment analytics and research across the investment spectrum e.g. active, passive and individual security analysis. This includes due diligence used by the team to help make tactical model decisions and for presentations delivering the group's advice to institutional investment committee clients on investment policy, diversification, asset
allocation, investment selection and performance reporting. He also maintains relationships with investment managers, industry contacts, advisers and sell-side analysts providing additional support, research and breadth to the Group.
Daniel earned his B.S. in Business Administration with a concentration in Finance and minor in Economics from Ithaca College. Daniel is currently a Level II Candidate in the Chartered Financial Analyst (CFA) program. Daniel also holds the Series 7 and 66 registrations.
Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 2.0
Premiere Date: 09/26/2017 11:00am