With more than 25 years of investment experience, Dan develops custom strategies designed to meet client objectives and oversees the development and implementation of NISA’s proprietary financial modeling and engineering tools. He is also responsible for overseeing NISA's Strategic Portfolio Management team in maintaining hedge strategies, including completion portfolios and exposure management strategies. Dan’s experience spans fixed income, equity, synthetic derivatives and financial engineering, with an emphasis on custom strategy development and hedging solutions. He has authored papers on fixed income and synthetic derivative topics.
Dan holds a B.A. in economics and physics from Illinois Wesleyan University, and both a B.S. in systems science and engineering and an MBA from Washington University in St. Louis.