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Principal, Co-CIO, Portfolio Manager

Dan began his career while still in graduate school as an Investment Analyst at the State of Wisconsin Investment Board. Upon graduation, he joined Waddell and Reed in Overland Park, Kansas as an Investment Analyst. Dan spent most of his 28 years at Waddell and Reed as a Senior Portfolio Manager where he created his high-quality large-cap growth investment philosophy and process. Dan spent considerable time teaching, and mentoring analysts and portfolio managers before bringing his process to CastleArk in 2020.

Outside of his love for the stock market and competition, Dan enjoys tennis, golf, cycling, traveling, and pickleball as well as worrying about his three grown children and their dogs.


  • State of Wisconsin Investment Board
    • Investment Analyst – 1989
  • Waddell and Reed
    • Senior Portfolio Manager, Large Cap Growth – 1989
  • CastleArk Management
    • Co – CIO, Portfolio Manager, Large Cap Growth – 2020


  • University of Wisconsin
    • BS, Mathematical Economics – 1987
  • University of Wisconsin
    • MS, Finance and Investments – 1989

CastleArk Management, LLC is a registered investment advisor registered with The Securities and Exchange Commission under the Investment Advisers Act of 1940.

CastleArk Form CRS

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