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Dan Stier
President and Chief Investment Officer at Operose Advisors LLC
About
Dan Stier is the President and Chief Investment Officer at Operose Advisors, based in Milwaukee, WI, where he oversees the firm’s strategic direction and leads its investment process. He joined Operose in 2023 and is responsible for managing institutional-quality investment consulting and advisory services, guiding the firm’s asset allocation and overall portfolio strategy.
Prior to his role at Operose, Dan was Managing Director at Northwestern Mutual Investment Management Company, where he led strategic investment initiatives for the company’s $300+ billion General Account and pension portfolios. His expertise spans strategic and tactical asset allocation for multi-asset class portfolios, leadership of new business initiatives, as well as oversight of spread lending and debt capital markets funding activities.
Dan holds a Bachelor of Science in Actuarial Science from the University of Illinois at Urbana-Champaign and serves as an Advisory Board member at his alma mater. His investment focus covers public and private markets, asset allocation, pension portfolios, spread lending, and debt capital markets, reflecting significant contributions in enterprise-wide investment management and the evolution of investment technology strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Operose Advisors | President and Chief Investment Officer | Aug 2023 to Present | — |
| Northwestern Mutual | Managing Director - Strategic Investment Initiatives | Dec 2019 to Present | — |
| Northwestern Mutual | Managing Director - Portfolio Manager | Nov 2018 to Nov 2019 | — |
| Northwestern Mutual | Director - Portfolio Manager | Jan 2013 to Nov 2018 | — |
| Northwestern Mutual | Director - Portfolio Manager | Jan 2013 to Nov 2018 | — |
| Northwestern Mutual | Director - Portfolio Manager | Feb 2013 to Dec 2018 | — |
| Northwestern Mutual | Associate - Assistant Portfolio Manager | Jan 2010 to Jan 2013 | — |
| Northwestern Mutual | Associate - Quantitative Equity Analytics | Jan 2008 to Dec 2009 | — |
| Northwestern Mutual | Actuary | Jun 2006 to Dec 2007 | — |
Education
University of Illinois at Urbana-Champaign
Bachelors of Science, Actuarial Science
2002 — 2006
Others at Operose Advisors LLC (4)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Milwaukee, WI , United States | |
| Vice President - Investment Data and Reporting | Milwaukee, WI , United States | |
| Partner | Milwaukee, WI , United States | |
| Associate | Milwaukee, WI , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Capital Investment Services of America, Inc. | Milwaukee, WI , United States | |
B Brett Aarestad | Associate | Capital Investment Services of America, Inc. | Milwaukee, WI , United States |