Daniel J. Greenblatt, CFA

Investment Manager

Dan Greenblatt is an Investment Manager at Lake Street Advisors. He is responsible for portfolio management and long/short equity coverage, having previously conducted due diligence across all asset classes. Prior to joining the firm in 2015, Dan worked at PlanStrong Investment Management, an investment advisor in Dedham, MA.

Outside of the office, Dan is a voting member of Combined Jewish Philanthropy’s (CJP) Donor-Advised Fund Investment Committee, which oversees assets in excess of $1 billion. Dan also serves as the co-chair of Yom Sport, which is a day of sports for adults of all abilities sponsored by Jewish Big Brother Big Sister (JBBS) of Greater Boston. Dan has also served as a big brother in JBBS since 2017.

Originally from the Washington, DC, area, Dan graduated from Bentley University with a degree in economics-finance and is a CFA® Charterholder and a member of CFA Boston Society. Dan lives in Boston and enjoys rooting for the Washington Redskins and Wizards, who he hopes will not let him down this year.