Vice President - Investment Management
Current
May 2023 - Present
AeroLeads people directory · profile
Dan Henken, Cfa Email & Phone Number
Seasoned Investment Professional - Impactful Leader - Dynamic Speaker - Effective Teammate
at
ClearPoint Federal Bank & Trust
1 work email found
@netzero.net
1 phone found area 651
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Seasoned Investment Professional - Impactful Leader - Dynamic Speaker - Effective Teammate
Location
Greater Minneapolis-St. Paul Area, United States, United States
Who is Dan Henken, Cfa? Overview
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Quick answer
Dan Henken, Cfa is listed as Seasoned Investment Professional - Impactful Leader - Dynamic Speaker - Effective Teammate at ClearPoint Federal Bank & Trust, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at netzero.net, phone signal with area code 651, and a matched LinkedIn profile for Dan Henken, Cfa.
Dan Henken, Cfa previously worked as Vice President - Investment Management at Clearpoint Federal Bank & Trust and Head Football Coach at Cumberland High School. Dan Henken, Cfa holds B.A., Business Administration from Ripon College.
Company email context
Email format at ClearPoint Federal Bank & Trust
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*@netzero.net
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AeroLeads found 1 current-domain work email signal for Dan Henken, Cfa. Compare company email patterns before reaching out.
Profile bio
About Dan Henken, Cfa
Driven, hardworking professional with a proven track record of success. Possesses significant experience in investment analysis, financial modeling, portfolio construction, business development, and risk assessment. Proven leader, who communicates easily with others and understands the benefits of a collaborative work environment. A critical thinker who is dedicated to lifelong learning and improvement within the field of finance and investments. An active member of the community, who coaches high school football, serves on various boards and volunteers time to numerous organizations.
Listed skills include Investments, Portfolio Management, Series 7, Securities, and 19 others.
Current workplace
Dan Henken, Cfa's current company
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11 roles · 24 years
Dan Henken, Cfa work experience
A career timeline built from the work history available for this profile.
Head Football Coach
Current
Apr 2024 - Present
Head Football Coach
Northwood/Solon Springs
Jul 2023 - Mar 2024
Director - Investment & Treasury Risk
Aug 2022 - May 2023
Head Football Coach
Feb 2020 - Jan 2023
Vice President & Portfolio Manager
- Co-Portfolio manager for the highly rated Delaware Ivy Securian Core Bond Fund (Ticker: IVBIX)
- 36 basis points of annual excess return against the Bloomberg Universal Index during tenure as manager
- Responsible for $3 billion of investment grade and $350 million of high-yield bonds
- Manage institutional and insurance mandates across the yield curve (cash management to long duration)
- Launched new Strategic Credit Income Strategy (core plus) and delivered world-class performance
- Nationally recognized expert in fixed income (featured on Bloomberg Radio and Fox Business News)
Jul 2010 - Jun 2022
Football Coach
Mar 2011 - Feb 2019
Senior Investment Research Consultant
- Led due diligence on multiple sub-asset classes within model investment portfolios
- Produced weekly market commentary and organized quarterly investment conference calls
- Developed qualitative framework to augment comprehensive research process
- Delivered presentations to financial advisors on developments in the economy and financial markets
2008 - Jul 2010
Principal
Capital Formation Strategies, Inc.
2005 - 2008
~3 yrs
Regional Analyst
Wells Capital Management
2004 - 2005
~1 yr
Investment Consultant
Strong Capital Management
2002 - 2004
~2 yrs
3 education records
Dan Henken, Cfa education
B.A., Business Administration
Ripon College
Master Of Business Administration - Mba, Investment Management
University Of Wisconsin-Milwaukee
Cfa Charterholder
Cfa Institute
FAQ
Frequently asked questions about Dan Henken, Cfa
Quick answers generated from the profile data available on this page.
What company does Dan Henken, Cfa work for?
Dan Henken, Cfa works for ClearPoint Federal Bank & Trust.
What is Dan Henken, Cfa's role at ClearPoint Federal Bank & Trust?
Dan Henken, Cfa is listed as Seasoned Investment Professional - Impactful Leader - Dynamic Speaker - Effective Teammate at ClearPoint Federal Bank & Trust.
What is Dan Henken, Cfa's email address?
AeroLeads has found 1 work email signal at @netzero.net for Dan Henken, Cfa at ClearPoint Federal Bank & Trust.
What is Dan Henken, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 651 for Dan Henken, Cfa at ClearPoint Federal Bank & Trust.
Where is Dan Henken, Cfa based?
Dan Henken, Cfa is based in Greater Minneapolis-St. Paul Area, United States, United States while working with ClearPoint Federal Bank & Trust.
What companies has Dan Henken, Cfa worked for?
Dan Henken, Cfa has worked for Clearpoint Federal Bank & Trust, Cumberland High School, Northwood/Solon Springs, Blue Cross And Blue Shield Of Minnesota, and Cameron High School.
How can I contact Dan Henken, Cfa?
You can use AeroLeads to view verified contact signals for Dan Henken, Cfa at ClearPoint Federal Bank & Trust, including work email, phone, and LinkedIn data when available.
What schools did Dan Henken, Cfa attend?
Dan Henken, Cfa holds B.A., Business Administration from Ripon College.
What skills is Dan Henken, Cfa known for?
Dan Henken, Cfa is listed with skills including Investments, Portfolio Management, Series 7, Securities, Alternative Investments, Asset Management, Mutual Funds, and Fixed Income.
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