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Dan Stier

Dan Stier

President and Chief Investment Officer at Operose Advisors LLC

Milwaukee, WI , United States

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

OrganizationRoleDate RangeDetails
Operose AdvisorsPresident and Chief Investment OfficerAug 2023 to Present
Northwestern MutualManaging Director - Strategic Investment InitiativesDec 2019 to Present
Northwestern MutualManaging Director - Portfolio ManagerNov 2018 to Nov 2019
Northwestern MutualDirector - Portfolio ManagerJan 2013 to Nov 2018
Northwestern MutualDirector - Portfolio ManagerJan 2013 to Nov 2018
Northwestern MutualDirector - Portfolio ManagerFeb 2013 to Dec 2018
Northwestern MutualAssociate - Assistant Portfolio ManagerJan 2010 to Jan 2013
Northwestern MutualAssociate - Quantitative Equity AnalyticsJan 2008 to Dec 2009
Northwestern MutualActuaryJun 2006 to Dec 2007

Education

University of Illinois at Urbana-Champaign

Bachelors of Science, Actuarial Science

2002 2006

Others at Operose Advisors LLC (4)

NameRoleLocation
Nicholas Bauer
Nicholas Bauer
Managing PartnerMilwaukee, WI , United States
Jason Kausalik
Jason Kausalik
Vice President - Investment Data and ReportingMilwaukee, WI , United States
Skip McGregor
Skip McGregor
PartnerMilwaukee, WI , United States
Zach Bachinski
Zach Bachinski
AssociateMilwaukee, WI , United States

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