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Daniel J. Close, CFA
- Portfolio Manager
About Daniel
Prior to his current position, he served as a research analyst covering the corporate-backed, energy, transportation and utilities sectors. Before joining the firm in 2000, he worked as an analyst at Banc of America Securities specializing in originating and structuring asset-backed securities.
Dan received a BS in business from Miami University in Ohio and an MBA at the J.L. Kellogg School of Management at Northwestern University. He also holds the Chartered Financial Analyst® designation and is a member of the CFA® Institute and the CFA Society of Chicago.