Dan Obrist

Dan Obrist, CFA, is an Equity Research Analyst at John G. Ullman & Associates, Inc., where he is responsible for conducting in-depth equity research and analysis to support investment decisions for the firm's clients. His current role involves evaluating publicly traded companies, assessing market trends, and providing recommendations, with a primary focus on the equities asset class.

Prior to joining John G. Ullman & Associates, Inc., Dan held progressive roles at Goldman Sachs Ayco, where he gained substantial experience analyzing personal financial portfolios and providing strategic financial management guidance. This background has equipped him with strong analytical skills and a broad understanding of financial markets.

Dan holds a degree in Finance from Siena College and has earned the Chartered Financial Analyst (CFA) designation, underscoring his expertise in investment research and analysis. Throughout his career, he has demonstrated a commitment to delivering high-quality insights in the equity markets, with exposure to multiple sectors during his research activities.