GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Dan Suzuki
DAN SZUKI
Deputy Chief Investment OfficerRichard Berstein Advisors
Meet Dan Suzuki:
Dan Suzuki is the Deputy CIO at Richard Bernstein Advisors LLC. In his role, Dan is a senior member of the RBA Investment Committee and is responsible for portfolio...
ABOUT DAN
DAN SZUKI
Deputy Chief Investment Officer
Richard Berstein Advisors
Meet Dan Suzuki:
Dan Suzuki is the Deputy CIO at Richard Bernstein Advisors LLC. In his role, Dan is a senior member of the RBA Investment Committee and is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs.
Prior to joining RBA, Dan worked at Bank of America-Merrill Lynch in Global Research for over 15 years, during a portion of which he worked closely with Rich Bernstein and Lisa Kirschner (RBA’s Director of Research). Most recently, Dan was a senior equity strategist, where in addition to his in-depth analysis on valuation and sectors, he authored regular publications on the S&P 500® EPS Outlook and US Small and Mid-Cap Strategy. Prior to working in strategy, Dan was a fundamental equity research analyst covering the Business Services sector. He is a frequent guest on CNBC, BloombergTV and is often quoted in leading financial publications including The Wall Street Journal, Financial Times and Barron’s.
Dan holds a BS in economics from Duke University, and he has been a Chartered Financial Analyst® charterholder since 2006.