Most recently, Dan helped supervise over $3 billion of assets for Federal Street Advisors. Researching, monitoring, and recommending changes to portfolio composition and allocation as a senior research analyst, Dan played an influential role in the overall fund performance. He continues to work with FSA in a consulting capacity. As senior investment officer for the Montgomery County (MD) Board of Investment Trustees, Dan proposed changes to the asset allocation of retirement trust and savings plans, recommended investment manager personnel moves, and advised on new mandates in emerging and international equity markets. Helping oversee $22 billion in assets at Lockheed Martin, Dan served as investment manager for one of the largest corporate pension plans in the country.

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