While serving Tidal as the ETF Strategist for the ETF Think Tank Dan is also a member of the leadership team at Toroso Investments, acting as a portfolio manager on the investment committee. He has over 30 years of portfolio management experience. For the past 15 years, Dan has focused on ETF research with a view that “structure matters” (more than fees) in managing client portfolios. Prior to Tidal and Toroso, Dan managed client portfolios under the Access ETF Solutions and Global ETF Strategies. He was a vice president at UBS Financial where he built the Team’s ETF database. Before focusing exclusively on ETFs, he founded MH Capital Partners, L.P. a long / short small-cap hedge fund, and worked at American Diversified Enterprises, a family office affiliated with Allen & Company.
Dan graduated with an MBA in marketing from Fordham University and a BA from Colorado College and currently serves as the Treasurer of the Quogue Association.