About
Dan Doucette serves as Regional Director for the Northeast and Florida at Anchor Capital Advisors LLC, based in Boston, MA. In this leadership role, he oversees business development and client relations for institutional and high-net-worth clients, focusing on providing tailored investment solutions and managed account strategies.
With over fifteen years at Anchor Capital Advisors, Dan specializes in asset management and distribution, particularly within U.S. equity and multi-asset class portfolios. His prior experience includes serving as a Senior Regional Marketing Associate at Putnam Investments, where he developed expertise in client engagement across a variety of investment products.
Dan holds an MBA with distinction from Cornell University's Johnson Graduate School of Management, an MSF in Finance and a BA in Economics from Boston College, as well as the CIMA® designation. He is active in industry organizations such as the Investment & Wealth Institute and the Money Management Institute, contributing thought leadership to the fields of institutional sales, portfolio strategy, and client advisory within the asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Anchor Capital Advisors LLC | Vice President | Mar 2005 to Present | — |
| Putnam Investments | Senior Regional Marketing Associate | Mar 2002 to Mar 2005 | — |
Education
Cornell University - Johnson Graduate School of Management
MBA with Distinction
Boston College - Wallace E. Carroll Graduate School of Management
MSF, Finance
Boston College
BA - Economics
United States Military Academy at West Point
Avon Old Farms
Newton North HS
Skills & Expertise
Others at Anchor Capital Advisors LLC (18)
| Name | Role | Location |
|---|---|---|
A Andrew Martin | Portfolio Manager, First Vice President | Boston, MA , United States |
D David Watson | First Vice President | Boston, MA , United States |
E Erica Adler | Investment Associate | Medford, MA , United States |
| Portfolio Manager/Multi-Asset Class Solutions | Boston, MA , United States | |
M Michael Pierre | PM | Boston, MA , United States |
W William Hickey | Senior Vice President, PM and Analyst | Boston, MA , United States |
| Vice President - Private Client Advisor | Boston, MA , United States | |
| Equity Analyst | Boston, MA , United States | |
| Senior Vice President, Director Managed Accounts | New Berlin, WI , United States | |
| Senior Vice President, Portfolio Manager and Analyst, Partner | Boston, MA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |