About
Daniel Muench, CFA, is a Principal and Research Analyst at Geneva Capital Management LLC, based in Milwaukee, WI. In his current role, he is a member of the Investment Strategy Group, responsible for conducting high-quality, fundamental equity research that supports the firm’s US small- and mid-cap growth equity strategies. Geneva Capital Management is noted for its disciplined, bottom-up approach to growth investing, particularly in US small, SMID, and mid-cap equities.
Mr. Muench joined Geneva Capital Management in 2017 after serving as an Institutional Equity Sales Associate at William Blair, where he gained experience in equity markets and client engagement. Earlier, he worked as a Commercial Banking Analyst at JPMorgan Chase. His research expertise includes in-depth analysis of growth equities across multiple sectors, focusing on high-conviction ideas within the US public equity space.
Muench holds a Bachelor of Business Administration in Finance from Marquette University and is a CFA Charterholder, reflecting his commitment to professional rigor and investment excellence. His tenure at Geneva and prior positions have established him as a key contributor to the firm’s research capability and US growth equity strategies, supporting the long-term performance objectives of institutional and high-net-worth clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Geneva Capital Management LLC | Research Analyst | Jun 2017 to Present | — |
| William Blair | Institutional Equity Sales Associate | Apr 2015 to Jun 2017 | — |
| JPMorgan Chase | Commercial Banking Analyst | Jun 2013 to Aug 2013 | — |
Education
Marquette University
Bachelor of Business Administration (BBA), Finance, General
2010 — 2014
Others at Geneva Capital Management LLC (11)
| Name | Role | Location |
|---|---|---|
| Equity Research Analyst | Chicago, IL , United States | |
A Ashley Adam | Principal, Senior Analyst | Milwaukee, WI , United States |
| Managing Principal, Portfolio Manager | Milwaukee, WI , United States | |
M Matthew Pistorio | Principal, Client Portfolio Manager | Chicago, IL , United States |
S Sam Beres | Principal, Senior Analyst | Milwaukee, WI , United States |
C Chris Eckel | Portfolio and Performance Analyst | Milwaukee, WI , United States |
| Research Analyst | Madison, WI , United States | |
M Michelle Picard | Managing Principal, Portfolio Manager | Milwaukee, WI , United States |
S Scott Priebe | Principal | Milwaukee, WI , United States |
T Thomas Geneva | Managing Partner | New York, NY , United States |