Foundations and Endowments
Dan is a portfolio manager at Abbot Downing in the Foundation and Endowments group and works out of the Minneapolis office. He is responsible for the outside investment manager due diligence and custody reconciliation for institutional clients. Dan is also involved in the portfolio management and cash oversight of our Foundations and Endowments clients.
Prior to joining Abbot Downing, Dan was an investment associate at Lowry Hill. Dan joined Lowry Hill in 2010 to support the work of the Foundations and Endowments committee. Prior to joining Lowry Hill, Dan worked across various Wells Fargo organizations. As a Wells Fargo institutional trust administrator, Dan was the primary contact for all daily pension and endowment trust account activity. Previously, he worked with Wells Fargo Investments, monitoring brokerage reports and preparing performance analysis. Dan started with Wells Fargo Investments Private Client Services as an investment operations service representative.
Dan received his master’s degree in business administration from the University of Saint Thomas Opus College of Business. He earned a bachelor’s degree in business administration with a concentration in finance from the University of Wisconsin in River Falls.