As an Investment Analyst, Dan reports to Curt Gross, Director of Investment Research. He assists in the research of potential investments including mutual funds, ETFs, and individual stocks. Dan helps with tracking, analyzing and valuing company and portfolio financial data. He also is responsible for periodic updates of portfolios and quarterly written reviews of mutual fund holdings.
In Dan's spare time he enjoy's being the Coach and Treasurer of a Soccer Association of Columbia (SAC) travel team.
- Bachelor of Science in Finance from the University of Baltimore
- Enrolled in the MBA program of John’s Hopkins University