Senior Performance Analyst, Team Lead
Dan supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Dan additionally serves as a performance analytics Team Lead. He joined Fiduciary Investment Advisors, LLC in 2017, which combined with Fiducient Advisors in 2020. He earned a BA at the University of Connecticut, and enjoys traveling, baseball, basketball and golf.