Dan is a Vice President and Senior Strategist in Global SPDR Business at State Street Global Advisors where he is responsible for developing market research and identifying tactical investment opportunities. In addition, Dan is a frequent speaker at industry events and has authored a suite of collateral on the topic of combining active and passive investments.
Previously, Dan was a Senior Relationship Manager in SSGA's Institutional Client Group, where he was responsible for supporting a portfolio of institutional clients.
Prior to joining SSGA, Dan spent a decade working in business development in the independent advisor and Registered Investment Advisor distribution channels representing mutual funds and alternative investments. He has been in the investment management industry since 2001.
Dan earned an MBA in finance and marketing at the Kellogg School of Management at Northwestern University and a BS in psychology at St. Lawrence University. He earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.