Dan Suzuki

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Dan

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Dan Suzuki is the Deputy Chief Investment Officer at Richard Bernstein Advisors. In this role, he is responsible for the firm's portfolio strategy, asset allocation, investment management, and marketing activities. Before RBA, Suzuki worked at Bank of America-Merrill Lynch for over 15 years, most recently as a senior equity strategist. In addition to his comprehensive analysis on valuation and industry sectors, he also wrote regular publications on the S&P 500® EPS Outlook and US Small and Mid-Cap Strategy.

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Suzuki is a Senior Member of the RBA Investment Committee.
He has been a Chartered Financial Analyst® charterholder since 2006.
He is often quoted in leading financial publications including Barron's, Financial Times, and The Wall Street Journal.
He is a frequent guest on CNBC and Bloomberg TV.
He has appeared as a guest on Real Vision.

While at Bank of America-Merrill Lynch

Combined fundamental company/sector analysis with applied economics and statistics to forecast future market conditions and S&P 500 earnings
Used fundamental valuation principles, combined with quantitative models, to establish S&P 500 fair value and targets
Built a standardized DCF model used to value all US companies under active coverage
Authored investment ideas to institutional and private clients, sales force, and financial advisors
Rotating member of the Research Recommendation Committee, approving equity rating changes and initial opinions

Assisted in initiation and coverage of stocks within the Business Services sector
Built and maintained detailed financial models for the team's coverage universe
Authored and published company and industry research reports
Interfaced with company management and communicated recommendations to clients
Analyzed and regressed company, industry, and macroeconomic data in order to project the potential impact on growth, profitability, and valuation

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