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Daniel S
CFA®, Series 63, Series 65
New York, NY
Beechnut Capital Management LLC
Daniel Simmonds is the sole advisor at Beechnut Capital Management LLC, an independent firm based in New York, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 7 years of industry experience. Simmonds has been affiliated with Beechnut Capital Management in various forms since 2007. Beechnut Capital Management LLC provides ongoing portfolio management and personalized Investment Policy Statements primarily for individual and high-net-worth clients. The firm manages approximately $10 million across a small number of accounts, emphasizing non-discretionary advisory services and employing diverse analytical methods including charting, fundamental, technical, and modern portfolio theory.
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