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Daniel Mannix's
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Current Position:

Senior Portfolio Manager at ProVise Management Group, LLC.

Experience:

17 years

Location:

Clearwater, Florida

How to contact Daniel Mannix

Last updated:2025-08-13
emailm******l@provise.com
phone+1-***-***-7228
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Analytics

According to LinkedIn Daniel Mannix started working on 2008, then the employee has changed 4 companies and 6 jobs. On average, Daniel Mannix works for one company for 2 years 5 months. Daniel Mannix has been working as a Senior Portfolio Manager for ProVise Management Group, LLC. for 518 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Portfolio Manager at ProVise Management Group, LLC.

Mar 2024 - Current

Portfolio Manager at ProVise Management Group, LLC.

Feb 2020 - Mar 2024

Senior Equity Research Associate - Financials at Raymond James

Jun 2017 - Jan 2020

Senior Equity Research Associate - REITs at Raymond James

Nov 2012 - Jun 2017

Interest Rate Derivatives Sales Assistant at J.P. Morgan

Aug 2010 - Nov 2012

Income & Expense Fees Analyst at Goldman Sachs

Jan 2010 - Jul 2010

Convertible Bonds Desk Support at Deutsche Bank Securities

Jul 2008 - Oct 2009

Education

Bachelor of Science - BS at University of South Florida

Current Company Information ProVise Management Group, LLC.

Name: ProVise Management Group, LLC.

Speciality: Private Wealth Management, Comprehensive Strategic Financial Planning, Retirement Planning, Life, Disability, Long-Term Care Insurance, Tax Planning, Estate Planning, Investment Advisory, Asset Management, 401(k), Financal Advisory, Corporate Services, Philanthropy & Charitable Giving, Environmental, Social, and Governance, Estate and Trust Planning

Location: Clearwater, Florida, United States

Employees: 10-50

HQ Phone: 800-633-3049

Description: Financial Planning For Your Life...And Your Lifestyle ProVise Management Group, LLC is a nationally recognized, fee-based financial planning and investment management firm locate...

Frequently Asked Questions

How long has Daniel Mannix been working as a Senior Portfolio Manager?

Daniel Mannix's total experience in various companies as a Senior Portfolio Manager 1 year 5 months.

What is Daniel Mannix's minimum period of employment in the companies?

Daniel Mannix's minimum period of employment in various companies is 6 months.

What is Daniel Mannix's average duration of employment for different companies?

On average, Daniel Mannix works for one company for 2 years 7 months

What industries has Daniel Mannix worked in?

Daniel Mannix works in the Financial Services. Previously, Daniel Mannix worked in the Investment Banking.

What positions has Daniel Mannix held before?

Previously, Daniel Mannix worked as a Portfolio Manager, and Senior Equity Research Associate - Financials, and Senior Equity Research Associate - REITs, and Interest Rate Derivatives Sales Assistant, and Income & Expense Fees Analyst.

How do I contact Daniel Mannix?

Daniel Mannix's email address is m******l@provise.com, phone number is +1-***-***-7228. Sign up to get contact details.

Who is the President/CEO/Director of the ProVise Management Group, LLC.?

The President/CEO/Director of the ProVise Management Group, LLC. is Shane OHara

Who are Daniel Mannix's peers at other companies?

Daniel Mannix's peers at other companies are Mohammad Ashfaq and Sigmund Kyrdalen and Reza Raoufi
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