Dan Suzuki

Dan Suzuki

Formal First Name

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.

Professional Experience

Academic History

While at Bank of America-Merrill Lynch

    While at Merrill Lynch

    • 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