Principal, Senior Consultant
Dan joined NEPC as a Principal and Senior Consultant and has over 35 years’ experience advising family offices and ultra-high net worth individuals. Dan’s expertise is in all aspects of client relationship management including asset allocation analysis, development of investment policy statements, portfolio construction, manager monitoring and performance reporting.
Prior to joining NEPC, Dan held the position of Director, Investment Advisory Services at CTC l myCFO. In addition to his client responsibilities at CTC l myCFO, Dan was also a voting member of the Investment Committee. Before his time at CTC l my CFO, Dan held a variety of roles with increasing responsibility at Charles Schwab & Company, including National Sales Manager of the Schwab Advisor Network. Additionally, for nearly ten years, Dan provided exclusive consulting advice to the staff and players of the PGA tour (this included players’ and staff retirement plans, players’ investments and other PGA Tour related assets). Beyond this, Dan served as a Financial Consultant at Shearson Lehman Brothers and an Account Executive at Merrill Lynch, which is where Dan launched his career in the financial services industry.
Dan earned his B.S. in Business Administration and Finance from the University of Southern California and a Certified Investment Management AnalystSM (CIMA®) designation from The Wharton School at the University of Pennsylvania. Dan is an avid and competitive golfer, having competed in nine National Amateur Golf Championships in both the United States and the United Kingdom. Dan resides in Ponte Vedra Beach, Florida with his wife and three children.