Daniel Katz, CFA

Managing Principal

Daniel Katz, CFA leverages 15+ years of financial service experience in portfolio management and analysis to provide clients with unparalleled service and expertise. Dan is a Charter Financial Analyst (CFA) charterholder and previously served two terms as President of CFA Society Colorado following increasing roles of responsibility on the board of directors. He has extensive experience in wealth management with a primary focus on portfolio management and securities analysis for high net worth and ultra-high net worth clients.

Dan provides customized portfolio management solutions to our clients. Using quantitative methods, Dan seeks to achieve excess returns while reducing volatility. Dan utilizes fundamental analysis to identify opportunities for clients and further diversify risk in portfolios. While Dan uses a top-down approach to overall asset allocation based on macroeconomic analysis, emphasizing sector and geographic allocations, he heavily utilizes fundamental research for security selection.

Dan graduated from the University of Colorado - Boulder where he earned degrees in both Economics and English. Dan currently serves on Economic Literacy Colorado’s board of directors and is a member of the advisory board for the Economics Department at the University of Colorado – Boulder. Dan and his wife, Bridget, are both Colorado natives. Dan and Bridget enjoy cycling, tennis, reading, and spending time with their daughter, Olivia. .