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.



  • 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 


  • Northeastern University, MBA
  • Hobart College, B.A., political science and mathematics