Dan Trosch CFA® Portfolio Manager West Financial Services

Dan Trosch, CFA®

Portfolio Manager

Dan re-joined West Financial in 2018 to work closely with clients to manage their portfolios and advise on wealth accumulation and preservation. His career spans more than 25 years in the financial industry, including portfolio management at United Wealth Management and a long tenure at Fortigent, specializing in global equities and manager due diligence. 

Dan’s prior position at West Financial in the early 2000s was to lead equity research. He received his MBA from Georgetown University, and a BBA in finance from the University of Wisconsin at Madison. He is a native Washingtonian and lives in Arlington, VA.

Read his most recent article - "International Equity - Are the Glaciers Melting?"

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