Dan joined Boston Research and Management in 2007. While Dan's primary responsibility is equity research and analysis, he is also instrumental in portfolio management, asset allocation and trading operations. Dan earned the right to use the Chartered Financial Analyst (CFA) designation in June 2011 and is an active member of the CFA Institute. In 2007, Dan received his MBA with a concentration in finance from Boston College, where he was recognized for academic achievement through his induction into the Beta Gamma Sigma honor society for collegiate schools of business. He was also chosen to participate in phase III of the Center for Investment Research and Management through which he managed