Daniel Marques, CFA
Senior Portfolio Manager
- 19 Years with the firm
- 27 Years of industry experience
Dan is a senior portfolio manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond portfolios for institutional, high net worth and mutual fund clients. Dan is also a leader of sustainability and ESG integration for US municipal bond portfolios and a lead portfolio manager for the US Municipal Impact strategy. Dan also provides municipal market analysis and performance attribution commentary for the team.
Prior to joining the firm in 2000, Dan served as an investment research manager at Citizens Bank. Dan has been in the investment industry since 1992.
Dan earned an MBA from Nichols College and a BS from the University of Massachusetts. He holds the CFA® designation and is a member of the CFA Institute.
Experience listed may include partial year periods.