Daniel Dutile, CFA®, CFP®

Prior to joining the firm in 2015, Dan was a research analyst for a Chicago-based investment management company. He is a Chartered Financial Analyst (CFA) with over 20 years in investment management. Dan earned a bachelor’s degree from the University of Notre Dame and a master’s degree from the University of Chicago Booth School of Business. Dan currently serves on the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial planning framework. He completed the rigorous requirements of CFP® certification and earned the CERTIFIED FINANCIAL PLANNER™ designation, the standard of excellence for personal financial planning.