Dan brings 20 years of tax-efficient portfolio construction and investment technology experience to his role guiding the firm’s technology strategy. He oversees data management, system integration, and the aggregated reporting platform that empowers Callan Family Office professionals to deliver customized advice and solutions. In addition to his technology leadership, Dan serves as a Co-Chair of the Callan Family Office Investment Committee. He also held senior roles at Abbot Downing, where he led portfolio construction and developed the firm’s tax-efficient portfolio management framework. Related:The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda QuishDan earned his MBA with High Honors from the University of Chicago Booth School of Business, specializing in Finance, Econometrics, and Statistics.