About
Danielle McKenna is an Analyst at Apis Capital Advisors, LLC, based in New York, NY, where she is responsible for supporting the firm’s investment research and portfolio management activities. Apis Capital Advisors is a hedge fund with a focus on long/short equity strategies, and Danielle’s work primarily involves in-depth fundamental analysis, industry research, and financial modeling for public equity investments.
Prior to her current role, Danielle held several positions at Axiom Investors, starting as an Operations Associate and rising to Research Associate between 2014 and 2018. At Axiom, she developed expertise in global equity research, collaborating closely with portfolio managers and analysts to identify investment opportunities in both developed and emerging markets.
Danielle holds a Bachelor of Arts degree in Economics from Bucknell University. With her strong analytical skills and industry background, she contributes to Apis Capital Advisors' investment process, particularly focusing on equities within North American and global markets. She is recognized for her commitment to rigorous analysis and her growing leadership in the investment community, having served as Vice Chair with the CFA Society New York.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Apis Capital Advisors, LLC | Analyst | Aug 2018 to Present | — |
| Axiom Investors | Research Associate | Apr 2015 to Jul 2018 | * Sole Research Associate supporting two Portfolio Managers on three different long-only and long-short strategies with combined AUM of ~$600MM
* Responsible for daily monitoring and analysis of relev... |
| Axiom Investors | Operations Associate | Apr 2014 to Apr 2015 | * Performed daily account reconciliations and analyzed trade settlements to confirm correct execution of investment actions
* Coordinated with trading team to proactively amend any potential trade set... |
| Ge Capital | Risk Management Program Associate | Jun 2012 to Apr 2014 | — |
| Pennsylvania Small Business Development Centers (Sbdc) | Student Analyst | Sep 2009 to May 2013 | * Meet with local Pennsylvania clients in various lines of business to evaluate business needs
* Critique and revise clients’ business plans
* Produce and analyze financial projections
* Research indu... |
| Royal Bank of Scotland | Sovereign Wealth Funds Intern | Feb 2012 to Jun 2012 | * Research investment profiles for sovereign wealth funds and pension funds
* Assist in KYC process by communicating with Anti-Money Laundering personnel and Relationship Managers
* Contribute to prep... |
| Institute for Leadership in Technology and Management | Ge Analytics Team Member | Jun 2011 to Jul 2011 | * Work on an interdisciplinary team with five other students on a technical project for General Electric Digital Energy
* Responsible for being team’s sole communicator with GE contact
* Participate i... |
| Bucknell University | Teaching Assistant, Economics | Jan 2011 to May 2011 | * Grade assignments throughout the semester
* Hold TA office hours and provide aid via email to over 30 students enrolled in Macroeconomics |
| Société Générale | Extern | Jan 2011 to Jan 2011 | Exposed to global operations of international corporate and investment bank, including client services and cross asset solutions |
| Motorola Solutions | Summer Intern | Jun 2010 to Aug 2010 | * Compile content database using Microsoft Excel and Access
* Perform data entry
* Create presentations for use in corporation-wide training course
* Collaborate with members of different organization... |
Education
Bucknell University
Bachelor of Arts, Economics
2009 — 2013
E.L.Vandermeulen M And High School
2009
Skills & Expertise
Others at Apis Capital Advisors, LLC (5)
| Name | Role | Location |
|---|---|---|
 | Analyst | Minneapolis, MN , United States |
 | Analyst | Minneapolis, MN , United States |
J John Mucher | Analyst | New York, NY , United States |
 | Analyst | New York, NY , United States |
 | Analyst | Minneapolis, MN , United States |