Daniel J. Braz, Cfa
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Daniel J. Braz, Cfa Email & Phone Number

Head of Intermediary ETF Strategist Team at State Street Investment Management
Location: Boston, Massachusetts, United States 8 work roles 3 schools
1 work email found @statestreet.com 4 phones found area 312 and 781 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email d****@statestreet.com
Direct phone (312) ***-****
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Current company
State Street Investment Management
Role
Head of Intermediary ETF Strategist Team
Location
Boston, Massachusetts, United States
Company size
44927 employees

Who is Daniel J. Braz, Cfa? Overview

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Daniel J. Braz, Cfa is listed as Head of Intermediary ETF Strategist Team at State Street Investment Management, a with 44927 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at statestreet.com, phone signal with area code 312, 781, and a matched LinkedIn profile for Daniel J. Braz, Cfa.

Daniel J. Braz, Cfa previously worked as Head of Intermediary ETF Strategist Team at State Street Global Advisors and Vice President, Senior ETF Strategist at State Street Global Advisors. Daniel J. Braz, Cfa holds Mba, Finance, Marketing from Northwestern University - Kellogg School Of Management.

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Email format at State Street Investment Management

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*@statestreet.com
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About Daniel J. Braz, Cfa

Seasoned investment management leader with extensive client-facing experience, analytical skills and advanced management educationStrategic thinker with deep understanding of investment management distribution, marketing and product designPolished and professional communicator with ability to articulate complex topics with clarityIntellectual curiosity with demonstrated track record of professional developmentA true passion for the investment management industry and its mission

Listed skills include Mutual Funds, Investments, Investment Management, Asset Allocation, and 21 others.

Current workplace

Daniel J. Braz, Cfa's current company

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State Street Investment Management
State Street Investment Management
Head of Intermediary ETF Strategist Team
Boston, MA, US
Website
statestreet.com
Employees
44927
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8 roles · 26 years

Daniel J. Braz, Cfa work experience

A career timeline built from the work history available for this profile.

Head Of Intermediary Etf Strategist Team

Current
State Street Global Advisors

Greater Boston Area

Lead Intermediary ETF Strategist Team as player-coach, support wholesalers and clients in the Northeast as product, market and portfolio construction specialistServe on cross-functional teams focused on distribution partnership strategy, client experience, firm value proposition and Smart Beta product managementSpeak at conferences and represent SPDR ETFs on industry panelsPerform model portfolio reviews for wealth management teams, providing portfolio construction insights Published collateral suite as subject matter expert on the topic of efficiently combining active and passive investment strategies

Oct 2018 - Present

Vice President, Senior Etf Strategist

State Street Global Advisors

Boston, Ma

Traveled globally with sales force as SPDR ETF product and market specialist, performed portfolio reviews for wealth management teams and spoke regularly at industry conferences Subject matter expert on the topic of efficiently combining active and passive investment strategies, published white paper and collateral suite on the topicActed as Product Specialist for multi-asset class tactical allocation, Managed Futures and ESG strategies

Jan 2015 - Oct 2018

Vice President, Senior Relationship Manager

State Street Global Advisors

Boston, Ma

Managed institutional relationships with defined contribution recordkeepers and consultantsSold to professional buyers to win placements on retirement investment platformsBuilt strategy for establishing relationships with defined contribution specialist consultants/advisors across the country

May 2013 - Jan 2015

Senior Vice President, Senior Advisory Consultant

Cole Capital

Chicago, Il

Designed and implemented strategy for marketing newly launched fee-based real estate product to RIAs and LPL advisors across the Midwest

Feb 2012 - Nov 2012

Regional Vice President

Columbia Management

Chicago, Il

Represented Columbia Management's mutual funds and separately managed accounts to independent financial advisers, RIAs, select wirehouses and bank trust companies in Illinois and MissouriGrew territory sales from $65m to $250m in 3 years and $450m in 7 yearsConsistent top 5 territory of 30, multiple #1 rankings in focus firm salesSpearheaded integrated marketing campaign, working with team from marketing, sales, operations and finance to design a cross channel marketing systemCreated an advisor segmentation strategy used by the marketing and product groups to analyze our client base

Sep 2004 - Feb 2012

Internal Wholesaler

Columbia Management

Boston, Ma

Made proactive sales calls to broker/dealer advisors in northern California

Apr 2002 - Sep 2004

Financial Advisor

Ubs

Boston, Ma

2001 - 2002 ~1 yr
Team & coworkers

Colleagues at State Street Investment Management

Other employees you can reach at statestreet.com. View company contacts for 44927 employees →

JS Jagroop Singh Jagroop Singh Colleague at State Street Investment ManagementRegina, Saskatchewan, Canada View → RJ Richard Jenkins, Cfa Richard Jenkins, Cfa Colleague at State Street Investment ManagementGreater Sydney Area, Australia View → MS Michael Stack Michael Stack Colleague at State Street Investment ManagementKansas City, Missouri, United States View → JR Joanna Russell Joanna Russell Colleague at State Street Investment ManagementBoston, Massachusetts, United States View → ES Ewa Stec Ewa Stec Colleague at State Street Investment ManagementPoland View → JG Jeremy Goldstein Jeremy Goldstein Colleague at State Street Investment ManagementUnited States View → RG Ramesh G Ramesh G Colleague at State Street Investment ManagementBengaluru, Karnataka, India View → DA Damien Antoine Damien Antoine Colleague at State Street Investment ManagementMedford, Massachusetts, United States View → RD Roger Danks Roger Danks Colleague at State Street Investment ManagementRochester, England, United Kingdom View → HN Harsha Nh Harsha Nh Colleague at State Street Investment ManagementBengaluru, Karnataka, India View →
3 education records

Daniel J. Braz, Cfa education

Bs, Psychology And Economics

St. Lawrence University

Activities and Societies: Phi Kappa Sigma International Fraternity, Psi Chi- The National Honor Society for Psychology

Semester Abroad, International Business

Copenhagen Business School

Participated in a semester abroad program, studying international business. Lived in Copenhagen and visited twelve countries, the European.

FAQ

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Quick answers generated from the profile data available on this page.

What company does Daniel J. Braz, Cfa work for?

Daniel J. Braz, Cfa works for State Street Investment Management.

What is Daniel J. Braz, Cfa's role at State Street Investment Management?

Daniel J. Braz, Cfa is listed as Head of Intermediary ETF Strategist Team at State Street Investment Management.

What is Daniel J. Braz, Cfa's email address?

AeroLeads has found 1 work email signal at @statestreet.com for Daniel J. Braz, Cfa at State Street Investment Management.

What is Daniel J. Braz, Cfa's phone number?

AeroLeads has found 4 phone signal(s) with area code 312, 781 for Daniel J. Braz, Cfa at State Street Investment Management.

Where is Daniel J. Braz, Cfa based?

Daniel J. Braz, Cfa is based in Boston, Massachusetts, United States while working with State Street Investment Management.

What companies has Daniel J. Braz, Cfa worked for?

Daniel J. Braz, Cfa has worked for State Street Investment Management, State Street Global Advisors, Cole Capital, Columbia Management, and Ubs.

Who are Daniel J. Braz, Cfa's colleagues at State Street Investment Management?

Daniel J. Braz, Cfa's colleagues at State Street Investment Management include Jagroop Singh, Richard Jenkins, Cfa, Michael Stack, Joanna Russell, and Ewa Stec.

How can I contact Daniel J. Braz, Cfa?

You can use AeroLeads to view verified contact signals for Daniel J. Braz, Cfa at State Street Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Daniel J. Braz, Cfa attend?

Daniel J. Braz, Cfa holds Mba, Finance, Marketing from Northwestern University - Kellogg School Of Management.

What skills is Daniel J. Braz, Cfa known for?

Daniel J. Braz, Cfa is listed with skills including Mutual Funds, Investments, Investment Management, Asset Allocation, Alternative Investments, Separately Managed Accounts, Fixed Income, and Series 7.

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