MANAGER BIOGRAPHY

Dan Walker, CFA

Bridges Trust
Director of Research for $10 billion AUM advisor. Department head and portfolio lead on three strategies, all of which outperformed since inception.

Weitz Investment Management
Equity Analyst supporting $8 billion in AUM mutual fund complex.

Heartland Advisors
Equity Analyst supporting $8 billion in AUM mutual fund complex. Supported Heartland Value Plus, a Morningstar five-star fund that closed at $3.3 billion of AUM.

Wisconsin School of Business
MBA in Applied Security Analysis Program.