Daniel Joseph McCaffrey
Senior Portfolio ManagerFinancial Insights IncCRD 6629486
About Daniel Joseph McCaffrey
Daniel Joseph McCaffrey is listed as Senior Portfolio Manager at Financial Insights Inc in Tacoma, WA. Form ADV reports a beneficial ownership band of Under 5%. Daniel Joseph McCaffrey is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Financial Insights Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Joseph McCaffrey work?
Daniel Joseph McCaffrey is listed as Senior Portfolio Manager at Financial Insights Inc on SEC Form ADV.
How much of Financial Insights Inc does Daniel Joseph McCaffrey own?
Form ADV reports a beneficial ownership band of Under 5%.
Financial Insights Inc
| Title | Senior Portfolio Manager |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Financial Insights Inc
| Title | Sr. Portfolio Manager |
| Ownership | Under 5% |
| Control person | No |
| Since | 2020 |