Chief Compliance Officer

Dan List joined Matson Money in 1994. He currently serves as the President and Chief Compliance Officer where he consistently provides research, portfolio design, returns auditing, compliance advice, accounting, IT, and data for sales support. He has co-authored papers with Mark Matson, Art Laffer, and Lyman Ott and offers his expertise on behalf of Matson Money for news articles and other media outlets. He also helped with the launch of the Matson Money advised mutual funds and provides ongoing support for the daily management of the funds. Dan graduated cum laude with a Bachelor of Business Administration in Finance and Economics from Eastern Michigan University and he is currently working toward his Chartered Financial Analyst® charter. Dan enjoys spending time with his daughter Joe on the lake, at the mall, and anywhere in between.