Portfolio Manager and Head of Target Date Strategies
Daniel Oldroyd, CFA, CAIA, managing director, is a portfolio manager and the Head of Target Date Strategies for Multi-Asset Solutions (MAS). Dan is responsible for leading MAS's Retirement efforts, including the management of SmartRetirement, custom target date funds and SmartSpending. Given its importance in our investment process, Dan also oversees the team's Retirement research both in- and out- of plan. Dan is a member of the SmartRetirement Portfolio Management Team, which was awarded the 2014 Asset Allocation Fund Manager of the Year by Morningstar. An employee since 2000, Dan held several other positions within the firm previously, including that of investment strategist and manager research of non-proprietary investment managers for J.P. Morgan Retirement Plan Services. He earned both a Masters of Arts in International Business and Policy and a Bachelor's of Science in Finance and International Business from Georgetown University. Dan is a CFA charterholder, CAIA charterholder, and is Series 3, 7, 63, and 24 licensed.