01

Executives

DAN LIST

Chief Compliance Officer

Dan has been with Matson Money since August 1994. Over the years, Dan has performed and defined the standards for every role in the Investment Services realm. He continuously provides research, portfolio design, returns auditing, compliance advice, and data for sales support. Dan’s dedication to Matson Money shows up in long hours and impressive results. Dan graduated cum laude from Eastern Michigan University with a BA in Finance and Economics. He is currently working toward his CFA charter. Dan enjoys spending time with his daughter.

Back