Dan Sargen

Dan Sargen serves as Chief Investment Officer, Portfolio Manager, and Analyst at Rice Hall James & Associates, LLC, based in San Diego, California. With more than 27 years of investment industry experience, he leads the firm's investment strategies, specifically focusing on SMID cap equity, small cap equity, and micro cap equity portfolios. His responsibilities include security selection, portfolio construction, and overseeing research processes for these specialized asset classes.

Prior to joining RHJ in 2014, Sargen built a distinguished career as a Senior Equity Research Analyst at Wasatch Advisors and as a Global Equities Analyst at BlackRock Financial Management. His early experience includes economics research for the Institute of International Finance, where he supported analysis of emerging market economies. His sector knowledge spans U.S. smaller capitalization stocks, with deep expertise in equities across diverse market environments.

Sargen holds a Master of Business Administration in Finance from the University of Michigan and a Bachelor of Arts in Economics and Business from Lafayette College. He is recognized for his rigorous analytical approach and leadership in small-cap asset management, contributing impactful research and performance to his firm’s investment products.