Dan is an Associate, Investment Analyst at Cresset. In this role, Dan supports an advisor team with portfolio management, portfolio construction, and financial planning. Dan brings experience in investment analysis and asset allocation, along with a passion for helping clients navigate their financial journeys.
Before joining Cresset, Dan worked at Hightower Advisors, where he partnered with the Chief Investment Officer and the Investment Solutions team to deliver weekly market commentary and outsourced investment management services for Hightower’s advisory firms, overseeing $6 billion in assets. Dan began his career in sales and trading as a Securitized Product Sales Analyst at Citigroup.
Dan earned his bachelor’s degree in finance from the University of Iowa Tippie College of Business. Dan grew up in the northwest Chicago suburbs, where he currently lives with his fiancée. Outside of the office, Dan enjoys spending time with family and friends, playing golf, and cheering on the Iowa Hawkeyes and Chicago Bears.