Experience

Marguerite Casey Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Vice President of Finance & Investments

  • Nov 2021 - Present

  Seattle, Washington, United States

• Investment Officer

  • Jul 2021 - Oct 2021

  Seattle, Washington, United States As Investment Officer, Dan supports the management of the Foundation’s endowment by formulating the investment strategy and uncovering investment opportunities to support MCF’s mission to resources and power to working people and their families.



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Senior Portfolio Manager

  • Sep 2014 - Jun 2021



U.S. Trust

• Financial Services
• 700 & Above Employee

• Portfolio Manager

  • Mar 2010 - Sep 2014

  Actively manage the investment portfolios of high-net-worth (HNW) clients. Research investment products across asset classes and communicate the firm's investment overview, changes to the portfolio, and investment results relative to the appropriate benchmarks. Co-Portfolio Manager of U.S. Large Cap Equity Strategy.



U.S. Trust

• Financial Services
• 700 & Above Employee

• Equity Research Junior Analyst

  • May 2005 - Aug 2007

  Develop and maintain detailed financial models for senior analysts covering Technology, Media, and Telecom (TMT) stocks. Meet with senior management of individual companies as well as industry specialists. Publish research reports providing detailed buy or sell recommendations