Daniel Becker
Principal, Co-Chief Investment Officer at Castleark Management LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Castleark Management LLC | Principal, Co-Chief Investment Officer | Jan 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 Investments | Senior Vice President, Senior Portfolio Manager | Jan 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 Analyst | Oct 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)
| Name | Role | Location |
|---|---|---|
| Principal and Portfolio Manager | Chicago, IL , United States | |
| Research Analyst | Chicago, IL , United States | |
B Brandy Hamilton | Senior Trader | Chesterton, IN , United States |
| Senior Analyst | Chicago, IL , United States | |
G Grover Cole | Analyst | Chicago, IL , United States |
J Jim Stark | Portfolio Manager - Small Cap Growth | Chicago, IL , United States |
K Kain Cederberg | Head Of Trading | Chicago, IL , United States |
| Principal | Chicago, IL , United States | |
| Analyst | Chicago, IL , United States | |
| Principal and Portfolio Manager | IL , United States |