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General Investing >> Money Manager Interviews >> November 11, 2024

Macro Analysis Signals Growth in Industrials, Energy and Materials

Suzuki, Dan
Dan Suzuki, CFA, is the Deputy Chief Investment Officer at Richard Bernstein Advisors LLC. In his role, Mr. Suzuki is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs. Prior to joining RBA, he worked at Bank of America-Merrill Lynch in Global Research for over 15 years, during a portion of which he worked closely with Rich Bernstein and Lisa Kirschner, RBA’s Director of Research. Most recently, he was a senior equity strategist, where in addition to his in-depth analysis on valuation and sectors, he authored regular publications on the S&P 500 EPS Outlook and U.S. Small- and Mid-Cap Strategy. Prior to working in strategy, Mr. Suzuki was a fundamental equity research analyst covering the Business Services sector. He is a frequent guest on CNBC and Bloomberg TV, and is often quoted in leading financial publications including The Wall Street Journal, Financial Times and Barron’s. Mr. Suzuki holds a B.S. in economics from Duke University, and has been a Chartered Financial Analyst charterholder since 2006. Profile
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TWST: I believe Rich Bernstein started his namesake company 15 years ago. Tell us a little bit about the firm’s history and the business as it looks

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