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SVP and CIO - Value Equities · Confluence Investment Management LLC

Daniel T. Winter

CRD 1851089 · Named on Form ADV at one SEC-registered adviser

At a glance

Confluence Investment Management LLC, an SEC-registered wealth manager based in Saint Louis, MO with $6.7 billion in regulatory assets, lists Daniel T. Winter on its Form ADV as SVP and CIO - Value Equities, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

  • David B. MiyazakiSVP and Portfolio Manager, Confluence Investment Management LLC
  • Brian N. HansenPresident / Member, Confluence Investment Management LLC
  • Joseph J. HanzlikSVP and Equity Analyst, Confluence Investment Management LLC
  • Mark A. KellerChief Executive Officer and Chief Investment Officer / Member, Confluence Investment Management LLC
  • Patricia A. DahlSVP and CFO, Confluence Investment Management LLC

6 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.