
Dan is a Founding Partner of Aliter Investment Services and is primarily responsible for running relationship management, talent acquisition, business development and driving the overall growth for the firm. He is a pioneer in the funds industry with deep knowledge of investment products, operating model strategies, technology solutions, and markets. Dan has worked globally with many of the largest fund companies and pension plans in the investment services industry. He understands how to lead and scale businesses and develop and nurture senior strategic relationships and partnerships in the asset management/servicing space. His vast experience leading major investment services outsourcing initiatives and advising asset managers, pension funds, and offshore fund groups as a consultative and trusted problem-solver spans over 25 years. Dan lives in Cohasset, MA with his wife and two daughters. He proudly served on the Board for the Expect Miracles Foundation for 10 years in the fight against cancer.
Embrace new ideas and technology, pursue the CFA designation, take the time to fully understand the investment life-cycle, network non-stop, be more present in-person and less remote.
Creating a community of highly talented, driven, and fantastic people who are loyal teammates and genuinely like each other while achieving lofty goals is my true passion as a Founder. Toasting another successful year at the annual Aliter holiday party with our team and spouses is the most rewarding and fulfilling day of the year.
I am inspired by great business leaders and entrepreneurs. Jamie Dimon, JPM CEO, is someone who I pay attention to regularly and apply his strategies and methods in my leadership role at Aliter…also anyone who starts a business from scratch and takes that leap of faith/risk is truly inspirational and drives me to have more, creativity, fun, and success in business and in life.

Dan is a Founding Partner of Aliter Investment Services and is primarily responsible for running relationship management, talent acquisition, business development and driving the overall growth for the firm. He is a pioneer in the funds industry with deep knowledge of investment products, operating model strategies, technology solutions, and markets. Dan has worked globally with many of the largest fund companies and pension plans in the investment services industry. He understands how to lead and scale businesses and develop and nurture senior strategic relationships and partnerships in the asset management/servicing space. His vast experience leading major investment services outsourcing initiatives and advising asset managers, pension funds, and offshore fund groups as a consultative and trusted problem-solver spans over 25 years. Dan lives in Cohasset, MA with his wife and two daughters. He proudly served on the Board for the Expect Miracles Foundation for 10 years in the fight against cancer.
Embrace new ideas and technology, pursue the CFA designation, take the time to fully understand the investment life-cycle, network non-stop, be more present in-person and less remote.
Creating a community of highly talented, driven, and fantastic people who are loyal teammates and genuinely like each other while achieving lofty goals is my true passion as a Founder. Toasting another successful year at the annual Aliter holiday party with our team and spouses is the most rewarding and fulfilling day of the year.
I am inspired by great business leaders and entrepreneurs. Jamie Dimon, JPM CEO, is someone who I pay attention to regularly and apply his strategies and methods in my leadership role at Aliter…also anyone who starts a business from scratch and takes that leap of faith/risk is truly inspirational and drives me to have more, creativity, fun, and success in business and in life.