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Daniel Umor
Investment Manager at Signature Estate & Investment Advisors LLC
About
Daniel Umor is an Investment Manager at Signature Estate & Investment Advisors, LLC, based in Beverly Hills, California, where he is responsible for overseeing client investment portfolios and delivering tailored wealth management strategies. In this role, he works directly with high-net-worth individuals and families to provide personalized advice on strategic asset allocation and portfolio construction, drawing on deep industry experience.
Prior to joining SEIA in 2023, Daniel spent over a decade at Alto Partners SGR S.p.A., where he advanced from intern to investment analyst. During his tenure there, he developed significant expertise in private equity and alternative investments, with a focus on European buyout opportunities. His background encompasses research, due diligence, and deal execution for both traditional and alternative asset classes.
Daniel holds a Master’s degree in Finance from SDA Bocconi and a Bachelor’s degree in Financial Mathematics from the University of Milan. His academic foundation supports his analytical approach, with notable proficiency in assessing risk, optimizing portfolio performance, and identifying emerging market trends within equities, fixed income, and private equity investments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Signature Estate & Investment Advisors, LLC | Investment Manager | Jan 2023 to Present | Conduct in-depth market research and industry analysis, identify potential investment opportunities, analyze financial statements, evaluate the risks and returns of investment projects, ensure investm... |
| Alto Partners SGR S.p.A. | Investment Analyst | Jan 2010 to Jan 2021 | Conduct in-depth market research and industry analysis to identify potential investment opportunities, analyze financial statements, assess the financial health and investment value of companies, coll... |
| Alto Partners SGR S.p.A. | Intern | Jan 2008 to Jan 2009 | Assist the investment team in market research, analyze industry trends and competitor dynamics, participate in portfolio monitoring, collect and organize relevant financial data, participate in invest... |
Education
SDA Bocconi
Master's degree, Finance, General
University of Milan
Bachelor's degree, Financial Mathematics
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Los Angeles, CA , United States | |
| Partner | Cleveland, OH , United States | |
| Senior Partner | McLean, VA , United States | |
| Partner | Cleveland, OH , United States | |
| Associate | Santa Monica, CA , United States | |
| Senior Partner | Los Angeles, CA , United States | |
| Partner | Kensington, MD , United States | |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
| Partner | Cleveland, OH , United States | |
| Senior Partner | Newport Beach, CA , United States |
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