Dan is an Executive Vice President and senior member of the investment team at Taiber Kosmala & Associates, LLC. Dan’s consulting and research experience covers tactical and strategic asset allocation research, manager due diligence, spending analysis, risk-budgeting analysis, and capital markets research.

Prior to joining Taiber Kosmala & Associates, Dan was a senior level investment professional at national consulting firm, Lowery Asset Consulting. While at Lowery, Dan was a member of the investment committee and consulted to a wide range of clientele including endowments, foundations, defined contribution plans, and affluent families.

Dan holds a B.S. in Finance from the University of Illinois at Chicago, has been awarded the CFA designation, and is a member of the CFA Institute & CFA Society of Chicago. Additionally, Dan volunteers for One Million Degrees, teaching financial literacy to underserved communities.