Dan is responsible for leading the investment management program at LeTort Trust. In addition, he manages the third-party due diligence process and provides strategic direction to the investment process. Dan has more than 20 years of industry experience. Dan supports the team by providing oversight of investments, performance and the market. Dan is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). He received a bachelor of arts degree in economics from Elon University.