Dan Goldstein is a director in the Investment Consulting Services practice, where he serves on the portfolio management team and is a member of the Investment Committee. He has significant expertise in assessing market environments, manager selection, behavioral finance, quantitative research, asset allocation, equity selection, and portfolio management best practices.

Dan has over 25 years of experience providing investment solutions for private clients and institutions. Before joining Andersen in 2022, Dan was a senior investment strategist at Capital One for their wealth management business. Additionally, he was Portfolio Manager at MissionSquare Retirement, where he developed and implemented the firm’s inaugural internal equity investment capabilities, was co-leader of the research committee, and served on the asset allocation team. Dan was a founding member and principal of Columbia Partners Investment Management, where he worked for nearly two decades in a progression of roles, including portfolio manager of a top-ranked value fund and director of quantitative equity research.