Dan joined ACG in 2014 as a Portfolio Analyst in our private client consulting group. His primary responsibilities include asset allocation analysis, investment manager due diligence, portfolio analysis, and general client support. Dan previously worked as a financial analyst for U.S. Bank Community Development Corporation and KeyBank Real Estate Capital. He graduated from the University of Missouri with a BS and an MBA in Finance. He is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.