Dan joined NEPC in 2014 and his investment experience dates back to 2000. Dan is a member of NEPC’s Taft-Hartley and Public Fund teams and is located in our Redwood City, CA office.
Dan joined NEPC from Alan Biller and Associates, where he had worked since 2011 as a Senior Consultant. At Allan Biller, Dan serviced a variety of institutional client plans’ including defined benefit, defined contribution and health and welfare Taft-Hartley multi-employer plans.
Prior to joining Allan Biller, Dan was Founder and Principal of Accretive Research & Management LLC, where he was responsible for equity research for a $1 billion small/mid-cap investment firm based in San Francisco, CA. Dan also provided portfolio management services for high-net-worth accounts. Prior to that, Dan was a Vice President at Franklin Templeton Investments. At Franklin Templeton, Dan was a senior consumer analyst managing of team of investment professionals and was a Co-Portfolio Manager of a long/short fund.
Dan holds a B.A. degree in Mathematical Economics from Pomona College and a M.B.A. in Finance from The Wharton School, University of Pennsylvania. Dan holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.