Dan, a senior member of our investment team, brings 30 plus years of investment and portfolio management experience to his role as Senior Portfolio Manager. Dan has served as analyst for the firm's healthcare, industrial and discretionary retail sectors. He also co-managed the First Choice family of mutual funds.
Currently, Dan manages institutional and trust assets for our clients. As a senior portfolio manager, Dan works closely with his clients to understand their unique goals and aspirations, cash flow needs, risk tolerance and tax situation to tailor a portfolio specific to each of his client's investment objectives. Dan is committed to being accessible to his clients through in-person investment meetings and telephone calls to discuss portfolio activities, economic conditions and investment options. Dan is a member of the Asset/Liability Committee (ALCO).
Prior to joining First American Trust in 1996, Dan worked as an equity research analyst for RNC Capital Management. From there he went to the Auto Club of Southern California and managed $600 million in pension, corporate and insurance portfolios. He also managed some $200 million in institutional portfolios at First Interstate Capital Management and spent some time at Renberg Capital Management. Former roles at First American had him working as a mutual fund manager with First Choice Cash Reserve, Treasury Fund and Equity Fund, and as a securities analyst with various sectors, such as health care, consumer discretionary, industrials and computer software.
Dan received a Bachelor's degree in Economics from the University of California, San Diego and an MBA in Finance from University of Southern California. Dan is a Chartered Financial Analyst (CFA) and a member of the CFA Society of Orange County and the Institute of Chartered Financial Analysts.
Dan participates on the Finance Committee and Endowment Committee of TVT Community Day School in Irvine and is a member of the JCC of Orange County.