Daniel J Mccreesh

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 09/2024
  Goldman Sachs & Co Llc
  New York, NY
• 06/2018 → 08/2018
  Goldman Sachs & Co Llc
  New York, NY
• 05/2017 → 08/2017
  Systematic Financial Management
  Teaneck, NJ
• 01/2025 → Present
  Mai Capital Management, Llc
  Cleveland, OH
• 08/2016 → 05/2017
  University Of Maryland
  College Park, MD
• 08/2017 → 05/2018
  University Of Maryland
  College Park, MD
• 08/2018 → 05/2019
  University Of Maryland
  College Park, MD
• 09/2024 → 01/2025
  Unemployed
  Hoboken, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-02-24

Designations

• Chartered Financial Analyst

Other Names

• Daniel Mccreesh