Daniel J. Mogelnicki, CFA has extensive experience in investment portfolio management and strategy. Daniel J. is currently serving as the Senior Vice President of Insurance Portfolio Management at Fortitude Re, where they are responsible for strategic and tactical asset allocation, portfolio construction, and optimization for various investment portfolios. Prior to this role, Daniel worked at AIG as a Director and Vice President of Cross-Asset Strategy, where they managed FX exposure strategy for multiple subsidiaries and developed firm-wide hedging policies. Daniel J. also has experience at UBS Investment Bank, where they worked as an Analyst in Equity Capital Markets, Real Estate coverage. Daniel began their career at Bank of America Merrill Lynch as a Summer Analyst and later gained internship experience at National Financial Partners - United Advisors and UBS Private Wealth Management. Throughout their career, Daniel has demonstrated expertise in asset allocation, portfolio management, and FX exposure management.
Daniel J. Mogelnicki, CFA has a strong educational background in finance and business. Daniel J. obtained a Bachelor of Science (BS) degree in Finance and Marketing, with a minor in Music, from Boston College in 2011. In 2009, they also studied Behavior in Organisations at The London School of Economics and Political Science (LSE) as part of their undergraduate program.
Daniel furthered their education by pursuing a Master of Business Administration (M.B.A.) degree in Finance at NYU Stern School of Business, which they successfully completed in 2017. Additionally, they hold a certification as a Chartered Financial Analyst (CFA) charterholder, which was obtained in September 2014 from the CFA Institute.
In 2007, they briefly studied Sociology at Cornell University, although the specific degree earned is not provided in the information given.
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