Dan contributes to the development and implementation of various core bond strategies, with focus on seeking alpha, hedging strategies and managing total return portfolios. He also plays an important part in asset mix decisions and tactical implementations. Additionally, Dan is instrumental in sourcing investments in alternative asset classes, as well as representing client interests on various advisory committees related to alternative investments.
Member of:
Career:
- Addenda Capital: Senior Portfolio Manager, Core Fixed Income (since 2023); Portfolio Manager, Core Fixed Income (2015-2023)
- Equitable Life Insurance Company of Canada: Director, Credit Portfolio Management (2013-2015); Portfolio Manager, Credit (2010-2013); Investment Analyst (2006-2010)
- Spelman Research: Equity Research Analyst (2004-2005)
Education:
- Master's degree with a major in Finance and Banking from the Academy of Economic Studies of Moldova
- Bachelor of Commerce degree from the Academy of Economic Studies of Moldova
- Chartered Financial Analyst (CFA) designation
Industry Involvement:
- Serves on the Advisory Board of the Student-run Investment Fund of the University of Waterloo’s School of Accounting and Finance