Dan services institutional clients by providing counsel and guidance on their overall fiduciary governance process and all areas of fund oversight, including investment menu design, asset allocation, manager selection, investment policy statements and performance monitoring. He joined Fiduciary Investment Advisors in 2017, which combined with Fiducient Advisors in 2020. He earned his MBA and BA at the University of Connecticut, and the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies. In his free time, Dan enjoys spending time with his family, traveling and golf.
