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Daniel D
CFA®, Series 66
Atlanta, GA
Farview Management, LLC
Daniel Docherty is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He is the principal of Farview Management, LLC in Atlanta, GA, where he has worked since 2021. His prior experience includes roles at Raymond James & Associates and Bank of America. In addition to his advisory work, Docherty is involved in modeling and research for a privately held gaming company and engages in data analysis and valuation work focused on natural resource companies. Farview Management, LLC is a small independent advisory firm providing discretionary portfolio management and retirement plan consulting to individual and corporate clients. The firm employs a concentrated, bottom-up fundamental investment approach with a long-term growth focus, alongside supplemental techniques such as technical analysis and option strategies.
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