Our team

Dan McKenzie, CFA

Portfolio Manager

19 Years with H&W 19 Years of Industry Experience

Dan McKenzie covers capital goods and real estate companies. He is a member of the capital goods, consumer, energy and financials sector teams.

Mr. McKenzie began his career at H&W as a Performance Specialist and completed a three-year Research Associate program in 2010. Mr. McKenzie, a CFA® charterholder, received his BA in Economics and BS in Math/Applied Science with a Concentration in Accounting and Managerial Math from University of California, Los Angeles, and MBA from the Anderson School of Management at the University of California, Los Angeles.