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Daniel Wilkinson

Daniel Wilkinson

Investment Analyst at Tiff Advisory Services Inc.

Devon, PA , United States

About

Daniel Wilkinson is currently an Investment Analyst at TIFF Investment Management, based in Devon, PA, where he serves on the Portfolio Analytics & Reporting team. His responsibilities include portfolio analytics and client reporting, providing critical insights on asset allocation and investment performance specifically for TIFF’s institutional clients. While his current role centers on multi-asset portfolio analytics and reporting, TIFF's investment focus encompasses a diverse range of asset classes such as equities, fixed income, alternatives, and private investments, with Daniel contributing to data-driven decision support for these areas.

Previously, Daniel worked as a Data Analyst at SEI Investments, where he specialized in financial data analysis and workflow optimization for asset management operations (2022-2024). His career also includes experience as a Banker at Bryn Mawr Trust, where he focused on client services in retail and commercial banking (2020-2021).

Daniel holds a bachelor's degree in Finance & Economics from West Chester University of Pennsylvania and a degree in Computer Science from East Stroudsburg University of Pennsylvania. With a background spanning both finance and quantitative analytics, Daniel brings technical proficiency in portfolio analysis and reporting systems to the investment management industry, supporting institutional clients across public and private market sectors.

Career History

OrganizationRoleDate RangeDetails
TIFF Investment ManagementInvestment AnalystJul 2024 to Present
SEI INVESTMENTS MANAGEMENT CORPORATIONData AnalystApr 2022 to Jul 2024
Bryn Mawr TrustBankerDec 2020 to Dec 2021
KeyBankBank TellerMar 2017 to Dec 2018

Education

West Chester University of Pennsylvania

Bachelor's degree, Finance & Economics

2019 2021

East Stroudsburg University of Pennsylvania

Computer Science

2014 2016

Downingtown West High School

HS Diploma

2009 2014

Others at Tiff Advisory Services Inc. (10)

NameRoleLocation
Alexander Barenboim
Alexander Barenboim
Client Portfolio AnalystUnited States
D
Damiano Cuppone
Investment AnalystBrookline, MA , United States
N
Nicholas Lam
Private Equity AnalystBoston, MA , United States
Aanya Parikh
Aanya Parikh
Investment AnalystNY , United States
C
Chris Matteini
AnalystWeston, MA , United States
Jay Willoughby
Jay Willoughby
Chief Investment OfficerBoston, MA , United States
Jessica Bolster
Jessica Bolster
Investment Team - Trading and Portfolio ConstructionBoston, MA , United States
Joseph Wana
Joseph Wana
Investment AnalystBoston, MA , United States
K
Kyle A.
Senior AnalystPhiladelphia, PA , United States
O
Oliver Bardon
Risk and Portfolio ManagerBrookline, MA , United States

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