Investment Consultant Report
Dan serves as Partner and Consulting Director and works alongside investment consultants to provide all aspects of the firm’s consulting services. He has served as the primary consultant for various institutional plans including defined benefit, defined contribution, and private foundation investment portfolios. Dan also has direct oversite responsibility for twelve consultants.
Dan has 16 years of institutional investment experience. Prior to joining AndCo, he worked at a national consulting firm where his responsibilities included preparing asset allocation models, conducting manager searches, producing performance reports, and developing investment policies for institutional clients. Dan is a speaker at various conferences including the Florida Public Pension Trustees Association (FPPTA), Georgia Association of Public Pension Trustees (GAPPT), and the Florida Department of Management Services Bureau of Local Retirement Systems Conference.
Bachelor of Science, Administration, University of Florida
Master of Business Administration, University of North Florida