A partner in the firm, Dan leads IFAM’s Investment Committee. He concentrates on portfolio construction and is responsible for developing and implementing the firm’s investment strategies. He also advises institutional clients and private wealth individuals and families.
Dan earned his degree in finance from the University of Arizona. Since then, he has also earned the Chartered Financial Analyst (CFA®) designation and has been published for his work on portfolio construction and limiting risk of underfunding known-spending policies.
Dan and his wife reside in Denver, and he enjoys golf, skiing, tennis and travel.