Dan Sondhelm is the CEO of Sondhelm Partners, a firm that helps institutional asset managers, mutual fund and ETF firms, alternative investment managers, wealth managers, and fintech firms attract investors and build brands through marketing, public relations, and sales strategies.
With over 25 ...
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Dan Sondhelm is the CEO of Sondhelm Partners, a firm that helps institutional asset managers, mutual fund and ETF firms, alternative investment managers, wealth managers, and fintech firms attract investors and build brands through marketing, public relations, and sales strategies.
With over 25 years of financial services marketing experience, Sondhelm has been instrumental in helping boutique firms develop growth programs and larger firms support and energize their sales teams. He helps asset managers understand what’s possible and how to position themselves for growth.
In addition, Sondhelm has helped clients navigate the strategy of strategic partnerships. He has helped forge numerous successful relationships and transactions such as M&A, mutual fund adoptions/reorganizations, liftouts, and subadvisory, often matching firms with solid investment expertise with those that have strong distribution.
Sondhelm is sought after by influencers for his expertise in industry news. He frequently contributes to the financial news media, presents or moderates at industry conferences and webinars, and speaks on-site to mutual fund boards of directors. He also writes about industry trends and best practices through firm’s popular Insights page.
In 2009, MutualFundWire nominated Sondhelm as one of the Most Influential People in Fund Distribution for his knowledge, relationships, and experience in helping companies grow.
Sondhelm was previously a senior partner at SunStar Strategic, where he developed new business opportunities, led client strategy, and innovated client solutions. The firm earned a spot on the Inc 5000 list for five consecutive years.
He lives in Alexandria, VA, with his wife Jenna, twin children Madeleine and Gabriel, and cat Remy.
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