Dan Smith, CIPM^®, CIMA^®

Daniel Smith, CIPM^®, CIMA^®, Senior Vice President, joined the firm in 2006. Dan is a Research Analyst for the Rachlin Group. Prior to his current position, Dan was a member of the Investment Strategy Group. Before joining the firm, he worked for two years as a relationship manager for RIMES Technologies and started his career with FactSet Research Systems Inc. Dan holds a BS in Business Administration from the Robins School of Business at the University of Richmond. He also obtained the degree of Master of Security Analysis and Portfolio Management from Creighton University. He was awarded the Certificate in Investment Performance Measurement (CIPM) credential from the CFA Institute and also the Certified Investment Management Analyst (CIMA) designation. Lastly, Dan has earned the CFA Institute Certificate in ESG Investing.