Dan leads a team of investment professionals responsible for designing, trading, and managing overlay portfolios. He has extensive experience helping clients and consultants manage portfolio exposures and risk through futures and options-based strategies. Prior to joining Parametric in 1995 as an intern and full-time in 1998 (originally as an employee of the Clifton Group, which was acquired by Parametric in 2012), Dan spent four years as a platoon commander/executive officer in the US Marine Corps. Upon completion of graduate school, he spent 10 months working as a commercial banking credit analyst for US Bank in Minneapolis. He earned a BS from North Dakota State University and an MBA in finance from the University of Minnesota. A CFA charterholder, Dan is a member of the CFA Society of Minnesota.
