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Dan is a founding member of Marble Harbor Investment Counsel and concentrates on analysis of equity investments.

Dan was an equity analyst at Hagler, Mastrovita and Hewitt, a boutique, institutional money manager in Boston. Most recently, Dan was a Director at Babson Capital Management where he was responsible for analyzing large capitalization stocks in several industry groups including Industrials, Conglomerates, Transports and Healthcare. Dan, who has been often cited in such national publications as The New York Times, has also authored a number of issues of the highly regarded Babson Staff Letter.

A graduate of the University of Chicago with an A.B. in English with Special Honors, Dan holds the Chartered Financial Analyst¹ designation and is a member of the CFA Institute, the Boston Security Analysts Society and the Boston Economic Club. He also serves on the Board of Directors of Scalable Display Technologies.

When not working, Dan enjoys sailing and skiing. He lives west of Boston with his wife and their twin daughter and son.

Dan focuses his research efforts on the Healthcare, Industrials and Technology sectors.

1 The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute (formerly the Association for Investment Management and Research [AIMR]). To obtain the CFA charter, candidates must successfully complete three difficult exams and gain at least three (3) years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis.