Dan is a Portfolio Manager, managing balanced and equity portfolios for institutional and private wealth clients. She is a member of the Investment Committee.
Dan began her career in 2004 and joined Boston Trust Walden in 2025. Previously, Dan worked as a Portfolio Manager and Portfolio Construction Analyst at Acadian Asset Management. Prior to this, Dan held roles at Arrowstreet Capital and State Street.
Dan earned a BA from Brown University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. Dan is a board member and mentor for Greater Boston’s Read to a Child and volunteers time to Women’s Money Matters and UNCF Lighted Pathways.