Daniel provides all aspects of the firm’s consulting services. He serves as the primary consultant for various institutional plans including defined benefit, defined contribution, and private foundation investment portfolios. His duties include serving as the primary point of contact for various Plan Sponsors and Boards of Trustees, and assisting them with their investment decisions and fiduciary responsibilities. Through his involvement with these plans, Daniel coordinates all components of AndCo’s consulting services including providing investment recommendations, asset allocation and investment manager evaluations, developing investment policy guidelines, and delivering investment policy compliance and performance reviews. He has been responsible for leading the firm’s monthly consultant’s call, which is used to discuss market and industry events with our firm’s entire consulting team.
He also serves on the firm’s Investment Committee which defines the investment philosophy of the firm as well as the policy for investment related topics, adds a check and balance to the research group and provides feedback on investment oriented topics and client related deliverables. As a Director of Consulting Services, Daniel works to oversee and support the operations of seven of the firm’s consultants. In this role he works to ensure that his team’s client’s service expectations are met and that consultants are appropriately utilizing the firm’s resources to deliver consistent client experiences and investment solutions.
Daniel has over 10 years of institutional investment experience. Prior to joining AndCo, he worked at a national consulting firm where his responsibilities included preparing asset allocation models, conducting manager searches, producing performance reports, and developing investment policies for institutional clients. Daniel is a speaker at various conferences including the Florida Public Pension Trustees Association (FPPTA), Georgia Association of Public Pension Trustees (GAPPT), and the Florida Department of Management Services (DMS) Bureau of Local Retirement Systems Conference.