Dan James Suzuki, CFA, currently serves as the Deputy Chief Investment Officer at Richard Bernstein Advisors since June 2018. Prior to this role, Dan held the position of Investment Strategist and Director at BofA Merrill Lynch from April 2008 to May 2018, where responsibilities included forecasting market conditions and S&P 500 earnings, developing a standardized DCF valuation model, and authoring investment ideas for a range of clients. Dan began a career in equity research as an analyst at Merrill Lynch from September 2004 to March 2008, focusing on the Consulting industry and constructing financial models while interfacing with company management. Dan holds a BS in Economics from Duke University and completed a General Course in Economics at The London School of Economics and Political Science. Dan's academic background also includes an International Baccalaureate from Osaka International School.
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