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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TIFF Investment Management | Investment Analyst | Jul 2024 to Present | — |
| SEI INVESTMENTS MANAGEMENT CORPORATION | Data Analyst | Apr 2022 to Jul 2024 | — |
| Bryn Mawr Trust | Banker | Dec 2020 to Dec 2021 | — |
| KeyBank | Bank Teller | Mar 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)
| Name | Role | Location |
|---|---|---|
| Client Portfolio Analyst | United States | |
D Damiano Cuppone | Investment Analyst | Brookline, MA , United States |
N Nicholas Lam | Private Equity Analyst | Boston, MA , United States |
| Investment Analyst | NY , United States | |
C Chris Matteini | Analyst | Weston, MA , United States |
| Chief Investment Officer | Boston, MA , United States | |
| Investment Team - Trading and Portfolio Construction | Boston, MA , United States | |
| Investment Analyst | Boston, MA , United States | |
K Kyle A. | Senior Analyst | Philadelphia, PA , United States |
O Oliver Bardon | Risk and Portfolio Manager | Brookline, MA , United States |
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