Authors > Dan Petersen, CAIA®

Dan Petersen, CAIA®

Director, Product Management, IndexIQ

Dan Petersen is a Product Manager at IndexIQ, responsible for developing actionable content as it pertains to the competitive landscape, analyzing fund usage in the latest market environment, and portfolio positioning for both individual portfolios and broader-based applications. Dan has more than 15 years of experience in the financial services industry, and integrates his experience with IndexIQ’s unique solutions to provide value to all related partners in the firm.

Dan’s move to IndexIQ was based on his desire to be a part of a tremendous shift in the industry toward ETFs as clients become more fee conscious, platforms shift to a non-transaction structure, and an increasingly complex market requires sophisticated solutions for various types of risk.

Prior to joining IndexIQ in 2012, Dan held roles spanning client-facing production to advisor sales and support. He worked at Citi Smith Barney supporting mutual fund and annuity sales for Smith Barney financial advisors and became the offshore specialist for advisors who worked with clients residing outside the U.S. Dan also served as a financial advisor while at Citi.

Dan holds FINRA 7 and 63 securities registrations, as well as the CAIA® and CRPC® designations, and is a Level II candidate in the CMT program. Dan graduated from SUNY Binghamton University with a BS in Management with concentrations in Finance and Management Information Systems.

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The latest bout of volatility can clearly be seen with international currencies...

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