STEELE ST PRIVATE WEALTH MANAGEMENT - Key Persons
Dan Katz, CFA and Casey Vader had both worked as employees at large brokerage firms and sought to build a better solution. We created Steele Street Private Wealth Management to provide a permanent home for our clients. Based on our shared values of honesty, integrity, competence, and transparency, the solution we created is a firm that puts clients first. As a Registered Investment Advisor (RIA), Steele Street Private Wealth Management (Steele St PWM) acts as a fiduciary for all clients. Our independence is what truly adds value: as an independent RIA we are not restricted by a "platform." It is our goal to provide the best service, portfolio management, and professional advice possible.
With over 30 years of combined experience managing client assets, Dan and Casey created a process that ensures your assets are prudently managed while offering customized solutions to fit your individual needs. Dan acts as the Chief Investment Officer for Steele St PWM, leading the investment committee. Dan is a CFA charterholder and is currently President of CFA Society Colorado, one of the largest CFA societies in the world. Steele St PWM aims to minimize costs and taxes while allowing for a flexible allocation. Costs are further reduced through allocations to individual securities, including individual taxable and tax-free bonds.
Daniel Katz, CFA leverages 15 years of financial service experience in portfolio management and analysis to provide clients with unparalleled service and expertise. Dan is a Charter Financial Analyst charterholder (CFA) and previously served as President of CFA Society Colorado, one of the largest CFA societies in the world. He has extensive experience in wealth management with a primary focus on portfolio management and securities analysis for high net worth and ultra-high net worth clients.
Dan provides customized portfolio management solutions to our clients. Using quantitative methods, Dan seeks to achieve excess returns while reducing volatility. Dan utilizes fundamental analysis to identify opportunities for clients and further diversify risk in portfolios. While Dan uses a top-down approach to overall asset allocation based on macroeconomic analysis, emphasizing sector and geographic allocations, he heavily utilizes fundamental research for security selection.
Dan graduated from the University of Colorado - Boulder where he earned degrees in both Economics and English. Dan currently serves as a Director for the board of the CFA Society Colorado and is a member of Economic Literacy Colorado's board of directors. Dan and his wife, Bridget, are both Colorado natives. Dan and Bridget enjoy cycling, tennis, reading, and spending time with their daughter, Olivia. .