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Daniel Beckwith
Senior Vice President, Portfolio Manager at Gateway Investment Advisers LLC
About
Daniel Beckwith serves as Senior Vice President and Portfolio Manager at Gateway Investment Advisers LLC, based in Los Angeles, CA. In this leadership role, he is responsible for overseeing portfolio management and contributing to the development and execution of options-based investment strategies focused on risk management and low volatility equity exposure. Beckwith joined Gateway in September 2025, following Gateway's acquisition of Belmont Capital, where he was a co-founder and played a key role in managing over $1 billion in AUM across several strategies.
Beckwith’s investment focus is on low-volatility equity strategies employing index and single-stock options overlays, tailored risk management, and hedging solutions for institutional and high-net-worth clients. Under his management, Gateway covers key sectors such as technology, financials, healthcare, consumer discretionary, and industrials, with significant portfolio allocations in companies like NVIDIA, Microsoft, Apple, Amazon, and Meta. The firm’s client solutions include customized separately managed accounts (SMAs) and tax-efficient alternatives addressing the specific needs of advisors and investors.
Daniel Beckwith holds a Bachelor of Arts in Accounting and Finance from Michigan State University. He is recognized for his expertise in options strategies, risk mitigation, and tax-efficient investment solutions. Beckwith’s notable achievements include integrating Belmont’s advanced risk management and SMA expertise into Gateway’s offerings, enhancing product innovation and customization capabilities, and helping to expand Gateway’s reach and AUM in the asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gateway Investment Advisers | Senior Vice President, Portfolio Manager | Sep 2025 to Present | — |
Education
Michigan State University
Bachelor of Arts, Accounting, Finance
1994 — 1998
Others at Gateway Investment Advisers LLC (7)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Cincinnati, OH , 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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