Dan O'Connor, Caia
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Dan O'Connor, Caia Email & Phone Number

Director, Partnerships and Client Solutions - Americas at CFA Institute
Location: New York City Metropolitan Area, United States 8 work roles 2 schools
3 work emails found @cfainstitute.org 3 phones found area 212 and 866 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 3 phones

Work email d****@cfainstitute.org
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CFA Institute
Role
Director, Partnerships and Client Solutions - Americas
Location
New York City Metropolitan Area, United States
Company size
2577 employees

Who is Dan O'Connor, Caia? Overview

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Quick answer

Dan O'Connor, Caia is listed as Director, Partnerships and Client Solutions - Americas at CFA Institute, a with 2577 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at cfainstitute.org, phone signal with area code 212, 866, and a matched LinkedIn profile for Dan O'Connor, Caia.

Dan O'Connor, Caia previously worked as Director, Institutional Partnerships - Americas at Cfa Institute and Senior Vice President, Alternative Investment Sales at City National Rochdale. Dan O'Connor, Caia holds Mba, Finance, International Business from Fordham University Graduate School Of Business Administration.

Company email context

Email format at CFA Institute

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*@cfainstitute.org
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AeroLeads found 3 current-domain work email signals for Dan O'Connor, Caia. Compare company email patterns before reaching out.

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Profile bio

About Dan O'Connor, Caia

Currently focused on promoting industry education and standards, I am an experienced wealth and investment management relationship management professional that has successfully raised significant assets (over $1.5B collectively) for a variety of traditional (long-only SMAs & MFs), hedge fund, hedge fund of funds, CTA (managed futures), private equity, private real estate, fixed income and structured product vehicles. Clients have included both institutional (public funds, AI platforms/FOFs, Bank/Trusts, endowment/foundations) and HNW investors (RIAs, individuals and Family Offices).Specialties: Alternative Investments, ESG, Marketing, Relationship Management, Product Specialist, and Key Accounts coverage of HNW and institutional investor channels for both traditional & alternative investments including Hedge Funds, FOFs, CTAs/Managed Futures, Private Equity/Real Estate, Structured Products, SMAs, Mutual Funds, and Fixed Income Alternatives. Existing relationships include CIOs and other C-suite professionals at some of the world’s largest asset managers, asset owners, investment consultants, senior level home office investment gatekeepers and due diligence teams across leading wirehouses, independent B/Ds, RIAs and Managed Account Platforms.

Listed skills include Alternative Investments, Hedge Funds, Asset Management, Investments, and 44 others.

Current workplace

Dan O'Connor, Caia's current company

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CFA Institute
Cfa Institute
Director, Partnerships and Client Solutions - Americas
New York, NY, US
Website
cfainstitute.org
Employees
2577
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8 roles · 30 years

Dan O'Connor, Caia work experience

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

Director, Partnerships And Client Solutions - Americas

Cfa Institute

New York, Ny, Us

Director, Institutional Partnerships - Americas

Current
Cfa Institute

Greater New York City Area

May 2014 - Present

Senior Vice President, Alternative Investment Sales

City National Rochdale

New York, Ny

Product specialist & business development executive responsible for sales and strategic distribution opportunities for the Firm’s alternative investment offerings.

2012 - 2013 ~1 yr

Head Of North American Development & Investor Relations

Fqs Capital Partners

Headed U.S. business development and investor relations for a quantitatively-oriented multi-strategy hedge fund of funds founded by a former Renaissance Technologies principal, Dr. Robert Frey. Elevated market awareness of FQS while working with institutional investors (public funds, endowments/foundations, consultants, wealth managers/RIAs, and family offices) and high net worth individuals to increase Fund's assets.

2010 - 2011 ~1 yr

Senior Managing Director

Asset Alliance Corporation

Senior salesperson responsible for marketing of Asset Alliance hedge fund and FOF products as well as external managers represented on Asset Alliance’s alternative investments platform.

2007 - 2009 ~2 yrs

Sales Director

Citigroup Alternative Investments

Sales development and relationship management for third party (non-proprietary) U.S. high net worth and institutional clients of Citigroup Alternative Investments (CAI). Institutional clients included SunTrust, PNC, and McDonald Investments (now part of UBS). Additionally, worked with and covered Smith Barney FAs within Southeast territory (FL, GA, AL, and TN).

2004 - 2007 ~3 yrs

Wholesaler

Citigroup Asset Management

Covered Citi's proprietary bank and insurance channel relationships for Citigroup Asset Management (CAM), which was later acquired by Legg Mason. Consistently performed as one of CAM's top salespersons, significantly raising new assets and increasing market share in assigned territories for both Mutual Fund and Separately Managed Accounts (SMA) businesses.

1998 - 2004 ~6 yrs

Senior Client Services Representative

Alliance Capital Management

Provided client service to brokers and shareholders of Alliance mutual funds. Served as a team supervisor to primary representatives in a national call center environment.

1997 - 1998 ~1 yr
Team & coworkers

Colleagues at CFA Institute

Other employees you can reach at cfainstitute.org. View company contacts for 2577 employees →

CW Chris Walker Chris Walker Colleague at Cfa InstituteCharlottesville, Virginia, United States View → NS Nisha Sharma Nisha Sharma Colleague at Cfa InstituteMumbai, Maharashtra, India View → AG Ansh Garg Ansh Garg Colleague at Cfa InstitutePalwal, Haryana, India View → VT Victoria Test Victoria Test Colleague at Cfa InstituteWashington, District Of Columbia, United States View → HL Hai Lan Tran Hai Lan Tran Colleague at Cfa InstituteRussia, Russian Federation View → AN Aswathi Nair Aswathi Nair Colleague at Cfa InstituteMumbai Metropolitan Region, India View → AA Adrienne Agee Adrienne Agee Colleague at Cfa InstituteGreater Charlottesville Area, United States View → JS James Sandridge, Mba, Cpp, Cpmc James Sandridge, Mba, Cpp, Cpmc Colleague at Cfa InstituteGreater Charlottesville Area, United States View → SU Syed Usman Syed Usman Colleague at Cfa InstituteKarāchi, Sindh, Pakistan View → AP Ana Paula Polito Ferreira Ana Paula Polito Ferreira Colleague at Cfa InstituteSão Paulo, Brazil View →
2 education records

Dan O'Connor, Caia education

Bs, Psychology, Economics

Tulane University

Activities and Societies: Phi Gamma Delta Fraternity; Kappa Delta Pi Scholarship, Leadership, & Service Honor Society; Inter-fraternity.

FAQ

Frequently asked questions about Dan O'Connor, Caia

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

What company does Dan O'Connor, Caia work for?

Dan O'Connor, Caia works for CFA Institute.

What is Dan O'Connor, Caia's role at CFA Institute?

Dan O'Connor, Caia is listed as Director, Partnerships and Client Solutions - Americas at CFA Institute.

What is Dan O'Connor, Caia's email address?

AeroLeads has found 3 work email signals at @cfainstitute.org for Dan O'Connor, Caia at CFA Institute.

What is Dan O'Connor, Caia's phone number?

AeroLeads has found 3 phone signal(s) with area code 212, 866 for Dan O'Connor, Caia at CFA Institute.

Where is Dan O'Connor, Caia based?

Dan O'Connor, Caia is based in New York City Metropolitan Area, United States while working with CFA Institute.

What companies has Dan O'Connor, Caia worked for?

Dan O'Connor, Caia has worked for Cfa Institute, City National Rochdale, Fqs Capital Partners, Asset Alliance Corporation, and Citigroup Alternative Investments.

Who are Dan O'Connor, Caia's colleagues at CFA Institute?

Dan O'Connor, Caia's colleagues at CFA Institute include Chris Walker, Nisha Sharma, Ansh Garg, Victoria Test, and Hai Lan Tran.

How can I contact Dan O'Connor, Caia?

You can use AeroLeads to view verified contact signals for Dan O'Connor, Caia at CFA Institute, including work email, phone, and LinkedIn data when available.

What schools did Dan O'Connor, Caia attend?

Dan O'Connor, Caia holds Mba, Finance, International Business from Fordham University Graduate School Of Business Administration.

What skills is Dan O'Connor, Caia known for?

Dan O'Connor, Caia is listed with skills including Alternative Investments, Hedge Funds, Asset Management, Investments, Fund Of Funds, Mutual Funds, Equities, and Private Equity.

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