Dan joined Dana in April 2025 and is currently a Portfolio Manager and Vice President. Dan graduated Magna Cum Laude from Boston College in 2008 with a BA in Mathematics. After graduation, he began his investment career with Evergreen Investments and then moved to Fiduciary Management in Milwaukee where he spent over a decade as an analyst and portfolio manager. Dan is a CFA® charterholder and a member of the CFA Society of Milwaukee. In his spare time, he enjoys playing basketball, water skiing, and traveling with his wife and two children.