Daniel Beckman, CFA
Head of North America Product
As Head of North America Product, Dan leads a team of professionals to drive product strategy, development and management, ensuring the current and future needs of our customer base are met across the U.S. retail and institutional channels.
SUMMARY
- Prior to joining the organization in 2015, served as senior vice president of investment product management for Fidelity Financial Advisor Solutions, a division of Fidelity Investments
- Served as chief operating officer of Banc One New Hampshire Asset Management
- Worked as a managing associate at Coopers & Lybrand Consulting
- Began his professional career in banking in 1984 and has been a member of the investment community since 1996
- Holds the Chartered Financial Analyst® designation
EDUCATION
- Northeastern University, MBA
- Hobart College, B.A., political science and mathematics
