Dan Trosch CFA® Portfolio Manager West Financial Services

Dan Trosch, CFA®

Portfolio Manager

Dan rejoined West Financial in 2018 as a portfolio manager. He works closely with clients to manage portfolios, advise on investments and provide wealth management services. Dan has over 25 years of experience in the financial industry, including positions with United Wealth Management, Fortigent and West Financial. His previous role at West Financial was director of equity research. Dan holds an MBA from Georgetown University and a BBA from the University of Wisconsin at Madison. He has been a CFA charterholder since 2002. Dan is a native Washingtonian and lives in Arlington.

Professional Affiliations/Memberships
Member of the CFA Institute and the Investments & Wealth Institute.