Dan is a Director, Product Manager for ETFs and Equity Mutual Funds, and has honed a deep expertise in ETF product development and distribution over more than a decade. His experience spans across crafting educational content and strategic narratives on ETF portfolio positioning, trading, ...
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Dan is a Director, Product Manager for ETFs and Equity Mutual Funds, and has honed a deep expertise in ETF product development and distribution over more than a decade. His experience spans across crafting educational content and strategic narratives on ETF portfolio positioning, trading, liquidity, and innovative smart beta methodologies, as well as navigating the complexities of actively managed ETFs.
Dan has worked closely with a wide range of clients, from major wirehouse firms to large registered investment advisors, facilitating meaningful conversations with due diligence teams and presenting to formal investment committees, and is open to media appearances. His approach is to simplify complex financial concepts for diverse audiences while also providing in-depth insights for sophisticated investors.
With a strong focus on building and maintaining relationships across distribution channels, Dan takes pride in helping grow assets and align investment solutions with client needs.
Dan’s passion and commitment to sharing knowledge has also led to increased engagement on this platform, where he regularly contributes content aimed at enhancing the industry’s understanding of Mutual Fund and ETF dynamics. He enjoys connecting with professionals across the financial industry and those interested in similar content, always open to exchanging ideas and fostering collaborative discussions.
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