Dan serve’s as Xpotential’s Chief Investment Officer. From 1999 to 2009, Dan conducted extensive research and development in asset allocation strategies, refining portfolio construction and optimization techniques. He earned the Chartered Financial Analyst (CFA) designation in 2014, passing all three levels on his first attempt in under two years. He later obtained the Certified Investment Performance Measurement (CIPM) designation in 2018 and the Chartered Alternative Investment Analyst (CAIA) designation in 2019.
Dan remains deeply engaged in research on portfolio construction, management, and quantitative risk control, ensuring Xpotential’s strategies remain at the forefront of investment excellence.
