Dan Suzuki | Source | Portfolio Strategist at Richard Bernstein Advisors
Dan Suzuki
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Richard Bernstein Advisors (http://www.rbadvisors.com)
Portfolio Strategist
started Jun 2018
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Investors should take their foot off the gas: Portfolio strategist
Dan Suzuki, portfolio strategist at Richard Bernstein Advisors, and CNBC's Mike Santoli join the "Squawk Box" team to discuss the broader markets.
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You have to be more or less bullish but not across the board, says strategist
Simeon Hyman, ProShares Advisors global investment strategist, and Dan Suzuki, Richard Bernstein Advisors portfolio stratest, discuss the market moves after the midterms and where they see stocks going for the rest of the year.
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Large-cap volatility will move toward small-cap volatility when there is fear in the market, says US equities head
Jodie Gunzberg, S&P Dow Jones Indices managing director and head of U.S. equities, and Dan Suzuki, Richard Bernstein Advisors portfolio strategist, join 'Squawk Box' to discuss markets and how they're viewing small-cap stocks.
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The opportunity cost of selling too early is often greater than the losses from selling too late. The returns at the end of bull markets are often greater than the losses at the beginning of bear markets.
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Dan Suzuki is the portfolio strategist at Richard Bernstein Advisors LLC. In his role, Dan is a senior member of the RBA Investment Committee and is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs.
Prior to joining RBA, Dan worked at Bank of America-Merrill Lynch in Global Research for over 15 years, during a portion of which he worked closely with Rich Bernstein and Lisa Kirschner (RBA’s Director of Research). Most recently, Dan was a senior equity strategist, where in addition to his in-depth analysis on valuation and sectors, he authored regular publications on the S&P 500® EPS Outlook and US Small and Mid-Cap Strategy. Prior to working in strategy, Dan was a fundamental equity research analyst covering the Business Services sector. He is a frequent guest on CNBC, Bloomberg TV and is often quoted in leading financial publications including The Wall Street Journal, Financial Times and Barron's.
Dan holds a BS in economics from Duke University, and has been a Chartered Financial Analyst® charterholder since 2006.
