Dan McGilvray, CFA
Director of Investment Management

Dan focuses on all aspects of investment management and analysis, including research on global equities, fixed income, and alternative assets. He previously worked as a research analyst for a registered investment advisory firm in Indiana and as a financial manager for the U.S. Air Force. Dan has an MBA in Finance from Indiana University with a minor in Strategic Accounting Analysis. In his spare time, Dan enjoys playing tennis and trying to keep up with his children. He also volunteers on a regular basis as a math tutor. Dan holds the Chartered Financial Analyst designation.