Dan is the Chief Investment Officer for Tax Sensitive Fixed Income, overseeing and guiding the investment management process. Prior to being named CIO, he was Head of Trading for Tax Exempt Bonds, responsible for managing the municipal bond trading desk. Dan joined the company in 1998 from Fleet Investment Advisors. At Fleet he directed the municipal bond group which managed mutual fund, common trust fund and high net worth client assets. Dan was also vice president and portfolio manager at Evergreen Investments where he managed national and state specific mutual funds. His other responsibilities included hospital and high yield credit analysis. Dan began his career in municipal bonds in 1987 at Liberty Insurance Company as an analyst. He has an M.B.A. from Suffolk University and a B.A. from Boston College. Dan has served as a member of the Municipal Securities Rulemaking Board's Investor Advisory Group (2004-2008), holds the CFA® designation and has 29 years of investment experience.