Daniel Holland
Equity Research Analyst at Fort Washington Investment Advisors Inc. /oh/
About
Daniel Holland is an Assistant Vice President and Senior Equity Research Analyst at Fort Washington Investment Advisors, Inc. in Cincinnati, Ohio. In his current role, he covers the industrials, basic materials, and energy sectors for the firm’s Focused Equity and Large Cap Focused Equity strategies, delivering in-depth analysis and investment recommendations within these specific industries.
Prior to joining Fort Washington in 2018, Holland was a senior research analyst at Lombardia Capital Partners, where he contributed to the small cap value and small cap core teams. He previously served as a senior equity analyst at Morningstar, focusing on the industrials sector, and has additional experience in financial analyst roles at Hewitt Associates and CIGNA Retirement & Investment Services.
Holland holds a BS in statistics and actuarial science from Florida State University and an MBA in finance, accounting, and strategic management from the University of Chicago Booth School of Business. He is a CFA charterholder and brings specialized expertise in equity analysis, particularly across industrials, basic materials, and energy asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fort Washington Investment Advisors, Inc. | Equity Research Analyst | Jan 2018 to Present | — |
| Lombardia Capital Partners | Senior Research Analyst | Jul 2014 to Apr 2017 | — |
| Morningstar | Senior Equity Analyst | Feb 2008 to Jul 2014 | Develop investment research and opinions on global diversified industrial companies by using a mixture of primary and secondary resources. Maintain detailed discounted cash flow models as well as othe... |
| Hewitt Associates | Analyst | Nov 2006 to Jan 2008 | Plan and report on monthly profitability at the business unit level, working directly with managers to assist in their business planning. |
| Hewitt Associates | Financial Analyst | Sep 2004 to Jul 2006 | Maintained various business models useful for both financial planning and labor movement analysis helping the company achieve strategic resource allocation goals. |
| CIGNA Retirement & Investment Services | Actuarial Analyst | Jun 2002 to Apr 2004 | Financial planning and analysis for several of the companies business units requiring monthly meetings with managers and disciplined business analysis. |
| Bank of America | Intern | Jan 2000 to Jan 2000 | Monitored derivatives counter-party exposure for the company. Intern project focused on viability of weather derivatives as a product for Bank of America. |
| Bank of America | Intern | Jan 2000 to Jan 2000 | As an intern, I worked in Bank of America's derivatives compliance business checking for counter-party appropriateness and offering general market surveillance. My summer project involved giving a pre... |
| WFAE 90.7fm | Summer Associate | Jun 1999 to Aug 1999 | Maintain the member database and write PSA copy. |
Education
The University of Chicago Booth School of Business
Columbia Business School
Florida State University
Skills & Expertise
Others at Fort Washington Investment Advisors Inc. /oh/ (38)
| Name | Role | Location |
|---|---|---|
 | Client Portfolio Manager | Cincinnati, OH , United States |
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B Brendan White | Senior Vice President and Co-Chief Investment Officer | Cincinnati, OH , United States |
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I Irene Tsai | Vice President, Institutional Investment Strategist | Cincinnati, OH , United States |
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 | Senior Portfolio Manager | Albany, NY , United States |
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