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About
Daniel M. Ashcraft, CFA, is a Vice President and Portfolio Manager at Gateway Investment Advisers, LLC, based in Cincinnati, Ohio. In his current role, he serves as a co-portfolio manager for several mutual funds and separate account strategies, where he is actively involved in trading, investment analysis, and the implementation of the firm's equity multifactor model.
Ashcraft specializes in index options-based, low-volatility equity strategies designed for risk-conscious investors. His investment focus includes managing portfolios utilizing written index call options, purchased index put options, and multifactor equity analysis, primarily benchmarking to indices such as the S&P 500. He is also a named portfolio manager for the Gateway Equity Call Premium Fund, further underscoring his expertise in options overlay strategies for equity markets.
He joined Gateway in 2009 after holding a market research position at Longbow Research. Ashcraft holds a Bachelor of Science in Finance from Miami University's Richard T. Farmer School of Business and is a CFA charterholder, reflecting a strong commitment to professional excellence and rigorous investment management standards.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gateway Investment Advisers | Portfolio Manager | Oct 2009 to Present | — |
Education
Miami University
Bachelor of Science - BS, Finance
2005 — 2009
Others at Gateway Investment Advisers LLC (7)
| Name | Role | Location |
|---|---|---|
D Daniel Beckwith | Senior Vice President, Portfolio Manager | Los Angeles, CA , United States |
D D David Jilek | Vice President, Chief Investment Strategist | Brookline, MA , United States |
| Senior Vice-President and Portfolio Manager | Cincinnati, OH , United States | |
| Associate Portfolio Manager | Cincinnati, OH , United States | |
M Mitchell Trotta | Portfolio Manager | Cincinnati, OH , United States |
| Senior Vice President - Portfolio Manager | Los Angeles, CA , United States | |
| Quantitative Research Analyst | New York, NY , United States |
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| Chief Investment Officer | Fifth Third Wealth Advisors LLC | United States | |
| Investment Associate | Truepoint, Inc. | Cincinnati, OH , United States | |
| Principal | Truepoint, Inc. | Cincinnati, OH , United States |