Daniel Campbell CFA

Investment Strategy Advisor

Dan spends his days helping clients and advisors understand and implement an evidence-driven investment strategy. Although he spends a fair amount of time with numbers and spreadsheets, he gets the most energy from helping investors more clearly understand the complicated financial world. He holds a master’s degree in finance from Washington University in St. Louis and a bachelor’s degree in economics from Truman State University. Dan also holds the Chartered Financial Analyst® designation.