Daniel Kane

Daniel Kane is the President, Chief Compliance Officer, and Portfolio Manager at Carderock Capital Management Inc., based in Chevy Chase Village, Maryland. In this role, he leads the firm’s investment advisory operations, overseeing discretionary management of client portfolios and serving as the primary decision-maker for asset allocation across equities, bonds, and cash reserves. He is responsible for both direct managed account services and custom consulting projects, focusing on active management tailored to personal and institutional investment needs.

Kane's investment expertise centers on balanced portfolios comprising common stocks, bonds, and cash reserves, with a hands-on approach in both sector and security selection designed to meet individual client objectives. While his firm does not typically use alternative strategies, Kane specializes in constructing allocations that reflect clients’ risk and return goals, consistently reviewing and adjusting positions to optimize performance. His experience spans multiple market cycles, with an emphasis on risk management and disciplined portfolio construction in traditional asset classes.

Daniel Kane joined Carderock Capital Management in 2001 after serving as Vice President and Portfolio Manager at M&T Bank from 1997 to 2001, Portfolio Manager at Bank of America (Chicago) from 1995 to 1997, and as Portfolio Analyst at JHM Capital Management. He holds a BBA in Business Economics from The George Washington University and is a CFA charterholder, reflecting deep professional expertise in investment analysis and portfolio management. His contributions to the industry include the active supervision and reporting of client portfolios, steering Carderock through evolving market environments, and delivering customized investment solutions.