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About
Daniel Mannix is a Portfolio Manager at ProVise Management Group, LLC, based in Clearwater, Florida. In this role, he leads day-to-day portfolio management, leveraging his expertise in asset allocation and investment research to design tailored strategies for high net worth individuals and families.
Before joining ProVise, Daniel was a Senior Equity Research Associate at Raymond James, where he developed deep sector knowledge in financials and real estate investment trusts (REITs). His analytical insights supported institutional investment decisions, focusing on equities within the financial sector and public real estate markets.
Daniel holds a Bachelor of Science in Finance from the University of South Florida. Throughout his career, he has demonstrated strong proficiency in equity analysis, portfolio management, and strategic investment planning, with a particular emphasis on U.S. financials and real estate asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ProVise Management Group, LLC. | Portfolio Manager | Feb 2020 to Present | -Perform due diligence on all investment positions -Create, monitor, and update investment portfolios as required by market conditions and performance -Actively participate and contribute to the firm'... |
| Raymond James | Senior Equity Research Associate - Financials | Jun 2017 to Jan 2020 | -Wrote detailed research reports concerning initiations of coverage, company earnings releases and industry updates -Developed and updated financial models for revenue and income forecasts, cash flow ... |
| Raymond James | Senior Equity Research Associate - REITs | Nov 2012 to Jun 2017 | -Wrote detailed research reports concerning initiations of coverage, company earnings releases and industry updates -Developed and updated financial models for revenue and income forecasts, cash flow ... |
| JP Morgan | Interest Rate Derivatives Sales Assistant | Aug 2010 to Nov 2012 | -Assisted sales professionals, comprised of three sales teams, with the trade booking and confirmation process on all rates derivatives products (e.g. swaps, swaptions, caps/floors, interest rate opti... |
| Goldman, Sachs & Co. (through Control Associates, LP) | Income and Expense Fees Analyst | Jan 2010 to Jul 2010 | - Created and managed detailed fee reconciliations for various Asian and European derivatives markets to discover inefficiencies and errors in the trade execution and booking processes - Presented ana... |
| Deutsche Bank Securities | Convertible Bonds Desk Support | Jul 2008 to Oct 2009 | -Supported sales and trading professionals on both flow and proprietary desks with respect to all domestic and international trades -Performed daily quantitative risk analysis, such as domestic and in... |
Education
University of South Florida
Bachelor's of Science, Finance
2003 — 2008
Skills & Expertise
Others at Provise Management Group, LLC (1)
| Name | Role | Location |
|---|---|---|
 | Investment Analyst | Safety Harbor, FL , United States |
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