With over 25 years of experience, Dan is the Founder of Portfolio Thinking and the former Chief Research & Investment Officer at Morningstar, where he oversaw $350 billion in assets. A theologian by training and an investor by trade, he uniquely blends analytical rigor with behavioural science. Dan’s career is driven by a singular mission: empowering investors to achieve their goals through transparency, stewardship, and evidence-based decision-making.