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Dan Plettner
Dan Plettner
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Dan Plettner invests and licenses his own real time trading data to Covestor Ltd. He also contributes content to DealFlow Media, for the Closed-End Fund Alert.
Dan focuses his qualitative investigative research methods on Closed-End Funds and other underfollowed securities. His efforts seek to identify potential valuation changes which are unanticipated by median market participants. He believes readily available “quantitative research” is of minimal value for achieving outsized returns within any particular investing style.
Dan Plettner was born in 1975 and has been investing since his teen years. After completing his undergraduate degree Magna Cum Laude from Miami University (Oxford, Ohio), he won the ...More “NSD award” as a retail Financial Advisor at Morgan Stanley Dean Witter. Dan relocated to Morgan Stanley’s International Headquarters in Manhattan where he served as a Closed-End Fund Product Specialist until 2000 and then attained his MBA from New York University.
Dan focuses his qualitative investigative research methods on Closed-End Funds and other underfollowed securities. His efforts seek to identify potential valuation changes which are unanticipated by median market participants. He believes readily available “quantitative research” is of minimal value for achieving outsized returns within any particular investing style.
Dan Plettner was born in 1975 and has been investing since his teen years. After completing his undergraduate degree Magna Cum Laude from Miami University (Oxford, Ohio), he won the ...More “NSD award” as a retail Financial Advisor at Morgan Stanley Dean Witter. Dan relocated to Morgan Stanley’s International Headquarters in Manhattan where he served as a Closed-End Fund Product Specialist until 2000 and then attained his MBA from New York University.
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- Description: Independent / boutique research firm analyst. Trading frequency: Weekly
- Interests: ETFs, Mutual funds, Stocks - long
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Dan Plettner Covestor Profile Page
Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor (“RIA”) licensing Dan Plettner's data to create models for its clients. Dan is not a Registered Investment Advisor, nor an employee of Covestor. Inquiries must be directed to Covestor ...More
Investment Management Client Services by phone (877)873.8830 or e-mail: clientservices@covestor.com
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Dan Plettner Closed-End Fund Blog
My blog may give insight into my personal interests and current thoughts on my own investments or the Closed-End Fund Industry as a whole. I am not a financial adviser and I encourage readers to create their own opinions and their own investment thesis.
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