Daniel is the Research Manager for Shepherd Kaplan supporting the Institutional and Private Consulting practices. He is responsible for performing quantitative analytics and due diligence on investment managers. Previously at Shepherd Kaplan, Dan was responsible for overseeing the operational implementation of clients’ plans and assisted senior consultants with client recommendations and portfolio construction.

Prior to joining Shepherd Kaplan, he worked in the Institutional Relationship Management Department of State Street Global Advisors and the International Corporate Actions Department of Brown Brothers Harriman & Co. Dan serves on Shepherd Kaplan’s Investment Committee. He received a B.A. in Economics from College of the Holy Cross.

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