Daniel A. Scholz, CFA
Director, Investment Strategies
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 Group which is charged with maintaining hedge strategies including completion portfolios and exposure management strategies. 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.