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Daniel Becker

Principal, Co-Chief Investment Officer at Castleark Management LLC

Chicago, IL , United States

About

Daniel Becker, CFA, is Principal and Co-Chief Investment Officer at Castleark Management LLC in Chicago, Illinois, where he co-leads the firm’s investment strategy and portfolio management. He plays a central role in overseeing Castleark’s large cap growth investment team and is actively involved in research and portfolio decisions across multiple equity strategies, particularly in growth equities. His responsibilities include guiding investment philosophy, asset allocation, and risk management for institutional and high-net-worth clients.

Becker specializes in U.S. large cap growth equities, leveraging deep expertise in equity research, asset allocation, and portfolio construction. He is known for his analytical rigor and hands-on approach to sector and industry analysis, with a strong focus on technology, healthcare, and consumer sectors relevant to growth investing.

His career spans more than three decades in the asset management industry, including senior roles as Senior Vice President and Senior Portfolio Manager at Waddell & Reed/Ivy Investments, and earlier as Senior Equity Research Analyst at Waddell & Reed, Inc. Daniel holds an M.S. in Finance and a B.S. in Economics with Mathematical Emphasis from the University of Wisconsin-Madison, and began his career as an Investment Analyst at the State of Wisconsin Investment Board during graduate studies. He is recognized for his leadership and contributions to equity growth strategies and investment management.

Career History

OrganizationRoleDate RangeDetails
Castleark Management LLCPrincipal, Co-Chief Investment OfficerJan 2020 to Present
Lead Portfolio Manager for the firm's flagship institutional concentrated large-cap growth product. Executive responsibilities include implementing firm ESG policies, managing and mentoring investmen...
Waddell and Reed/Ivy InvestmentsSenior Vice President, Senior Portfolio ManagerJan 1995 to Apr 2018
Senior Equity Portfolio Manager with 28+ years of experience including 23 years of managing highly concentrated Large Growth assets, generating new client growth, servicing institutional and retail cu...
Waddell & Reed, Inc.Senior Equity Research AnalystOct 1989 to Dec 1993
Equity Investment Analyst covering various industries such as Financial Services, Transportation and Retail/Apparel. Consistently ranked in the top 25% of Internal Investment staff ratings in both up...

Education

Univeristy of Wisconsin-Madison

M.S. Finance

1987 1989

University of Wisconsin-Madison

B.S. Economics, Mathematical Emphasis

1983 1987

Others at Castleark Management LLC (15)

NameRoleLocation
Ajoy Reddi
Ajoy Reddi
Principal and Portfolio ManagerChicago, IL , United States
Anthony Kies
Anthony Kies
Research AnalystChicago, IL , United States
B
Brandy Hamilton
Senior TraderChesterton, IN , United States
Dillon Hoover
Dillon Hoover
Senior AnalystChicago, IL , United States
G
Grover Cole
AnalystChicago, IL , United States
J
Jim Stark
Portfolio Manager - Small Cap GrowthChicago, IL , United States
K
Kain Cederberg
Head Of TradingChicago, IL , United States
Kevin Gergits
Kevin Gergits
PrincipalChicago, IL , United States
Lina Ciamei
Lina Ciamei
AnalystChicago, IL , United States
Quentin Ostrowski
Quentin Ostrowski
Principal and Portfolio ManagerIL , United States
Showing 1-10 of 15 team members