Dan is a Partner and UK Head of Fiduciary Management for Mercer. He is responsible for bespoke investment solutions for clients, developing commercial relationships and overseeing the execution of Mercer’s investment solutions, distribution and growth strategy. Dan sits on Mercer’s UK Growth Leadership Committee, Wealth Leadership Team and the Investment Solutions European Leadership Committee.
Dan has 25 years’ experience in investment consulting, institutional asset management and business development, including 17 years at Mercer. He started his career with Mercer in New York in 1997 before transferring to London in 2000. During this time, he led the launch and development of Mercer’s UK Delegated Solutions business from inception in 2006 through 2014. For the last 3 years, Dan was Head of Europe, Middle East and Africa (EMEA) at Putnam Investments leading its institutional client development. Prior to this, he was Global Head of Consultant Relations at Winton Capital Management.
Dan is a Director of AIMSE Europe. Dan graduated with honours from the University of Notre Dame, IN, USA and is a CFA charterholder.