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About
Dan Garofalo is a Senior Research Analyst at Sit Investment Associates, Inc., based in Saint Paul, MN, where he provides fundamental research with a specialized focus on the health care sector. In this capacity, he supports the firm's active management of client portfolios by generating actionable investment ideas and conducting rigorous analysis of health care equities within Sit’s large cap, mid cap, and international growth strategies.
Prior to joining Sit Investment Associates in June 2023, Dan served as Director of Health Care Equity Research at Ameriprise Financial Services, Inc., overseeing health care research and managing equity model portfolios from 2018 to 2023. He was previously a Senior Research Analyst and Senior Portfolio Manager at Kopp Investment Advisors, where he gained significant experience in equity research and portfolio management, primarily within the health care industry.
Dan holds an MBA in Finance from the University of Minnesota’s Carlson School of Management and a BS in Business Administration from the University of St. Thomas. With over 14 years of investment industry experience, he is regarded for his expertise in health care equities, fundamental research methodologies, and active management contributions within the sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sit Investment Associates, Inc. | Senior Research Analyst | Jun 2023 to Present | — |
| Ameriprise Financial Services, Inc. | Director - Health Care Equity Research | Aug 2018 to May 2023 | Provide original fundamental research and value-added insights on the Health Care sector to Ameriprise's network of over 9,000 Financial Advisers through Focus List recommendations, daily actionable i... |
| Kopp Investment Advisors | Senior Research Analyst and Senior Portfolio Manager | Nov 2013 to Apr 2018 | Responsibility for Health Care Sector due diligence, stock selection and management of all Kopp investment strategies. |
| Piper Jaffray | Equity Research Analyst | Feb 2010 to Nov 2013 | Provide in-depth fundamental research directly contributing to differentiated trading ideas and investment theses, leading to increased client market share and franchise recognition. |
| Dunham Partners | Investment Analyst | Jun 2009 to Sep 2009 | Research and identify investment opportunities that represent significant potential returns relative to quantifiable downside. Areas of focus include distressed debt, preferred and common equity, and... |
| Pfizer Inc. | Healthcare Representative | Jan 2004 to Jan 2008 | Build relationships with physicians, hospitals, managed care and other healthcare related organizations and personnel and conduct sales presentations. |
| Andersen Windows | Account Representative | Jan 2000 to Oct 2004 | Direct contact for Andersen Retailers in the Phoenix area for all aspects of their Andersen Window & Door business. |
| Andersen Windows | Cost Accountant | Jun 1998 to Jan 2000 | Partnered with engineering and manufacturing in calculating process costs and auditing product costs for accuracy. Delivered various financial analyses and corresponding reports to management. |
Education
University of Minnesota - Carlson School of Management
MBA, Finance
2007 — 2010
University of St. Thomas
BS, Business Administration
1994 — 1998
Skills & Expertise
Valuation
Stock Picking
Firm Valuation
Capital Structure
Value Investing
Equity Research
Investments
Portfolio Management
Finance
Equities
Financial Analysis
Financial Modeling
Strategic Planning
Equity Valuation
Corporate Finance
Bloomberg
Analysis
Returns
Interior Design
Financial Performance
Market
Speaker Programs
Monthly Closing
Insurance
CAP
Windows
Sales Finance
Cost Accounting
Sales
Neuroscience
Cost
Students
Clinical Research
International Relations
Inclusiveness
Window
Adjustments
Investor Relations
Service Parts
Foreign Exchange
Return on Investment
Intermediary
Cladding
Lunch
Entrepreneurship
Construction
Historic Preservation
Facilitation
Homebuilder
Psychologists
Regulatory Compliance
Real Estate Transactions
Cholesterol
Management
Revenue
Key Account
Insurance Planning
Feasibility Studies
ALM
Inventory Management
Funding
Audit Management
Commercial Paper
Top Producer
Investment Management
Initiation
Auditing
Pfizer
Cash Management
Accounting
Exams
Financial Forecasting
Cardiovascular
Detail Oriented
Profit
Distressed Debt
Networking
Physicians
Forecasting
Customer Satisfaction
Business Services
Education
Healthcare
Project Finance
Offering
Engineering
Reports
Purchased
Branding
Inventory
Formulary
Medicine
Variable
Microsoft Excel
Risk Management
Asset Management
Bond Markets
Training
Prescription
Patient
Enterprise Software
Demonstration
Image
Scripting
Shareholder
Research
Results Driven
Pharmaceutical Sales
Reporting
Service Providers
Accounts Payable
Capital
Cost Reduction
Campaigns
Redemption
Fairs
Promoting
Hospitals
Job Costing
P&L
Frequency
Precise
Persuasiveness
Coordination
Security Analysis
Debt
Operating Budgets
High Profile Projects
Business Expansion
Business Development
Modeling
Customer Needs
Corporate Tax
Financial Statement Analysis
Small Cap
Marketing
Client Development
Credit
Asset Dispositions
Pharmacy
Market Share
IPO
Corporate Development
Sales Presentations
Services
Accounts Receivable
Financial Audits
Hedging
LinkedIn
Pricing
Midwest
Partnership Accounting
Chartered Financial Analyst
Internal Audit
Council
Targeted Advertising
Minneapolis
Phoenix
Roe
Art
Roa
LBO
Account Management
Teaching
Sales Channel
Letters of Credit
Defects
FactSet
Financial Services
Margin Improvement
Compliance
Mac
Addressing
FX Options
Stocks
Project Accounting
Manufacturing
Internal Controls
Asset
Interest Rates
Highlighting
Managed Care
ESOP
Discount
Regression Models
Treasury
Budgets
Financial Reporting
Due Diligence
Cost Benefit
Conceptual Modeling
Meetings
Mergers and Acquisitions
Employee Health
Liabilities
Securities
International Finance
Dealers
Others at Sit Investment Associates Inc. (15)
| Name | Role | Location |
|---|---|---|
B Bryce Doty | Sr. Portfolio Manager and Sr. VP | Inver Grove Heights, MN , United States |
D Deepak Chaulagai | Senior Equity Analyst | Lakeville, MN , United States |
 | Equity Research Analyst | Minneapolis, MN , United States |
 | Research Analyst | Minneapolis, MN , United States |
J Joe Lepinski | Municipal Bond Trader and Analyst | Saint Paul, MN , United States |
 | VP - Senior Equity Analyst and Portfolio Manager | Minneapolis, MN , United States |
L Lee Feltman | Vice President, Research and Investment Management | Minneapolis, MN , United States |
M Mark Book | Portfolio Manager | Minneapolis, MN , United States |
 | Equity Research Analyst | Minneapolis, MN , United States |
M Mike Hubbard | VP - Portfolio Manager | Minneapolis, MN , United States |
Showing 1-10 of 15 team members
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