Dan Newhall Email & Phone Number
Principal, Head of Portfolio Solutions @ Vanguard
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Dan Newhall Location
- Philadelphia, PA, US
Dan Newhall Work
- Principal, Head of Portfolio Solutions @ (June 2024 - Present)
- Principal, Head of Nonprofit, Pension, and Insurance Solutions (NPIS) @ (September 2022 - June 2024)
- Principal, Head of Oversight and Manager Search @ (January 2002 - August 2022)
- Director of Marketing and Client Service @ (January 2000 - January 2001)
- Investment Consultant @ (January 1997 - January 2000)
- Assistant Treasurer @ (September 1992 - July 1995)
- Management Development Program @ (August 1991 - August 1992)
Dan Newhall Education
- University of Virginia - Darden Graduate School of Business Administration
MBA
1995-1997 - Williams College
BA
1987-1991 - The Haverford School 1977-1987
Dan Newhall Skills
- Portfolio Management
- Investments
- Alternative Investments
- Equities
- Asset Management
- Investment Management
- Investment Strategies
- Mutual Funds
- Fixed Income
- Financial Analysis
- Financial Modeling
- Series 63
- Asset Allocation
- Securities Regulation
- Financial Services
- Leadership
- Social Media
- Microsoft Office
- Program Management
- Marketing
- Customer Service
- Marketing Strategy
Dan Newhall Summary
- Dan Newhall, based in Philadelphia, PA, US, is currently a Principal, Head of Portfolio Solutions at Vanguard. Dan Newhall brings experience from previous roles at Vanguard, Torray, LLC and Cambridge Associates. Dan Newhall holds a 1995 - 1997 MBA @ University of Virginia - Darden Graduate School of Business Administration. With a robust skill set that includes Portfolio Management, Investments, Alternative Investments, Equities, Asset Management and more. Dan Newhall has 4 emails and 2 mobile phone numbers on RocketReach.
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