Daniel P. Egan Email & Phone Number

New York, New York, Us

New York, New York, Us

I ensure that Betterment's customers get the best possible take-home returns - returns after fees, taxes, and risk are taken into account. I'm responsible for Betterment's investment advice, asset allocation, ongoing client management, and behavioral design. My responsibilities include: Strategic Asset Allocation and Individual Portfolio OptimizationPersonalizing ongoing management- minimizing taxes- crafting cash-flow advice- testing and implementing automated investment management strategies Applied behavioral finance in UX and service designManaging the client behavior gap https://www.betterment.com/blog/2014/01/06/betterments-quest-behavior-gap-zero/Educating and informing through traditional and non-traditional media.Collaborating with leading researchers in behavioral finance and economics to learn what works for our clients, and validating our rigorous research methods. Communicating Betterment’s investments views and strategies, including white papers and public speaking.

London, Gb

My team is devoted to understanding the psychological dimensions of financial behaviour and investment strategies. We translate academic and in-house research to commercial applications. Highlights include: - Designing and analysing surveys and experiments on representative and internal client populations, such as a longitudinal survey of traders and high-net worth individuals. - Applying behavioural finance in wealth management, investment portfolio and product design. This requires synthesizing knowledge from industry and academic sources into rigorous quantitative-based recommendations. - Guiding IT development of applications, producing marketing and client-facing collateral, and training colleagues on the use of client profiling tools. - Writing academic and industry articles on financial decision making and the role of individual differences.

Sg

- Assisted five managing directors of an FSA authorized corporate financial advisory and fund management.- Responsible for financial and market analysis of companies in energy, precious metals, and technology services.- Created models for company valuation, IPO pricing, bond and option pricing.

Philadelphia, Pa, Us

- Designed and tested novel success metrics such as measurement of increased lifespan per dollar, quality-adjusted risk reduction per dollar in assessing health insurance policies.- Produced reports including tables, graphs, and statistical output. Produced methodology, summaries, and brief reports for publication in leading medical and public health journals.- Obtained, consolidated, cleaned, linked, and validated major government and commercial datasets into analytic datasets from a variety of raw formats, and performed epidemiological and econometric analysis.

Msc, Decision Science

B.A., Economics