Dan joined the firm in 2023 and is responsible for servicing client accounts, account maintenance, reconciling transactions, AUM reporting, and performance reporting. He also serves as a main point of contact for IT related issues.
Prior to joining Oarsman Capital Inc., Dan spent a year at Operose Advisors and 9 years at Geneva Capital Management in Milwaukee, WI. Dan joined Geneva in 2009, which was later acquired by Henderson Global Investors, in 2014. Dan started with the firm as an intern, working his way up to become the Head of Portfolio Accounting for the US Institutional business. He also acted as the main IT contact liaising with the IT department to resolve issues locally.
Dan holds a B.A. in Marketing and Supply Chain Management from the University of Wisconsin - Milwaukee.