Leadership Team

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Daniel A. Scholz, CFA

Director, Investment Strategies

Committees: Member, Investment Committee

Dan is a director in the Investment Strategies Group and a member of NISA’s Investment Committee. He is responsible for developing custom strategies designed to meet client objectives and developing and implementing proprietary financial modeling and engineering tools used throughout NISA. Dan is also responsible for the day-to-day oversight of NISA’s Strategic Portfolio Management team which is charged with maintaining hedge strategies, including completion portfolios. In addition, Dan has written papers on fixed income and synthetic derivative topics.

Dan was recruited through NISA’s internship program and joined NISA in 1998. He holds a BA in Economics and Physics from Illinois Wesleyan University, a BS in System Science and Engineering and an MBA from Washington University in St. Louis.

Recent Perspectives

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A Case for TIPS in an NDT Asset Allocation

By: Daniel A. Scholz, CFA, Director, Investment Strategies and Aleksandr G. Panchenko, Senior Manager, Client Services As we are all well aware, stubbornly high inflation dominated headlines in 2022 and...

January 2023

Longevity Assumptions

Longevity Assumptions – Don’t Let Them Kill You

Around the office, we have found longevity to be an engaging topic. A conversation about expected lifespans can quickly attract a small gathering of people observing and participating in the...

February 2021