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Dan Barnett, CFA has a diverse work experience spanning several companies. Dan began their career at Morgan Stanley in 2004 as a Financial Advisor. Later, they worked as an Accounting Analyst and Business Analyst at CGI from 2005 to 2008. In 2009, they joined Duro Bag Manufacturing Company as a Planning and Business Development Analyst. Since 2010, they have been working at Johnson Investment Counsel, starting as a Portfolio Manager Assistant and progressing to Associate Portfolio Manager and then Portfolio Manager. Currently, they hold the position of Senior Portfolio Manager and Principal at the same company.

Dan Barnett, CFA holds an MBA in Finance from the University of Cincinnati Carl H. Lindner College of Business, obtained in 2009. Prior to this, they completed their BBA in Finance at The University of Toledo, graduating in 2004. Dan is also a Chartered Financial Analyst.