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 he 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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February 2021