Dan Oshinskie is the Chief Investment Officer of Fundamental Equity for Great Lakes Advisors, and is responsible for the oversight of the Fundamental Equity Team which manages GLA’s Large Cap Value and Small Cap strategies.
Prior to joining the firm in 2021, Dan was a Small-Mid Core Equity Portfolio Manager/Analyst at Rothschild & Co. Asset Management U.S. Inc. for 18 years. During his tenure there, he held several senior leadership positions including Chief Equity Officer and Chief Investment Officer, overseeing significant growth in assets under management in Small, Small-Mid, and Large Cap Value strategies. Dan also served as Chairperson of the Investment Committee, the Valuation Committee, and the Trade Order Management Committee.
Previously, Dan was a buy side technology, healthcare, and energy analyst at Palisade Capital, and a sell side technology analyst at NatWest Securities and Schroders & Co. Dan began his equity analysis career at The Value Line Investment Survey, and started his investment career in 1987 as a Fed Funds and Repurchase Agreement trader for Crestar Bank.
Education and Professional Credentials