Dan is a Senior Portfolio Manager for institutional accounts and Director of Individual Portfolio Management, ensuring the consistent execution of strategy and risk profiles across the high net worth client relationships. Dan continues to be responsible for municipal market analysis and attribution. He also Co-Chairs the Crossover Committee, responsible for making relative value recommendations between taxable and municipal bond markets. Dan joined the company in 2000 from Citizens Bank where he worked as an investment research manager. Dan has an M.B.A. from Nichols College and a B.S. from the University of Massachusetts, holds the CFA® designation and has 18 years of investment experience.