Daniel Saad

Mr. Saad began his career in 2008 with J.P. Morgan and joined Treasury Partners in 2009. He is a member of our Portfolio Management Group with primary responsibilities in the areas of portfolio analytics, research and reporting, investment due diligence, and third party manager analysis.

Mr. Saad conducts ongoing evaluations of the equity and fixed income portfolios strategies we manage internally, and monitors the investment managers we engage to run selected equity, fixed income, and alternative strategies.

He also is responsible for maintaining data integrity in our various reporting engines and for the accuracy of our client reports.

Mr. Saad holds Series 7 and 66 securities licenses, and has earned the right to use the Chartered Financial Analyst designation.

He is a 2008 graduate of the University of Notre Dame with a BBA in Finance and History.