Dan Westlund

Portfolio Manager

Dan Westlund

About Dan

As a portfolio manager Dan Westlund works with advisory teams to manage and trade client portfolios according to Buckingham’s model targets. It’s his team’s responsibility to monitor these portfolios on a daily basis for proactive trading opportunities. The most rewarding aspect for him is knowing he’s helping clients achieve their financial goals by strategically managing their portfolios.

Dan earned his bachelor’s degree in economics from Washington University in St. Louis. He joined Buckingham in 2018. Outside of work he enjoys spending time with his friends and family. He resides in O’Fallon, IL with his wife and child.