Dan Osika, CFA

  • Bachelor of Science, Business Administration, State University of New York at Geneseo
  • CFA® Charterholder

Dan is a Research Analyst within AndCo’s Research Team. His main responsibilities include administration, data collection & processing, and investment manager due diligence.  Dan is also charged with maintaining the firm’s database of investment manager research and correspondence.

Dan has over 10 years of experience in the investment field. Prior to joining AndCo, he was an analyst at Graystone Consulting, a business of Morgan Stanley, in Buffalo, NY.  His previous employers include HSBC and Royal Bank of Canada.  In his prior roles, Dan was responsible for investment research, portfolio analysis, client service, marketing, and administrative functions.