Dan is a Client Portfolio Analyst, responsible for supporting the firm’s client service and marketing efforts. He assists with the development and distribution of internal portfolio data used to create SGA’s client service and marketing materials. He also assists in completing client and prospect requests for information, and updates institutional consultant databases as well as the SGA website.
Dan joined SGA in 2016 after returning from South Africa where he had worked as a Safari Guide since 2012. He graduated from the University of Connecticut with a B.S. in Natural Resource Management. Dan earned the Investment Foundations Certificate in 2016, and is a CIPM® certificant.