Dan Egan

Director of Investments at

Betterment LLC

45 year

Consumer Services

Finance

Profile

Mr. Daniel P.
Egan is a Vice President of Behavioral Finance & Investing at Betterment LLC.
He has spent his career using behavioral finance to help people make better financial and investment decisions.
He received his undergraduate degree from Boston University and a graduate degree from London School of Economics & Political Science.

Dan Egan active positions

Companies	Position	Start
Betterment LLC Betterment LLC Investment ManagersFinance Betterment’s methodology advises clients to invest in well-diversified stock market holdings for strong, long-term returns, along with Treasury bonds for steady income that is superior to typical bank interest rates with lower volatility than the equities markets. The firm manages all client portfolios directly and implements their strategy by recommending a portfolio of broad market index ETFs and Treasury Bond ETFs. Once in place, Betterment’s online platform enables clients to fine-tune their allocation to match their individual needs.	Director of Investments	2011-12-31

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Linked companies

Private companies	3
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
London School of Economics & Political Science London School of Economics & Political Science Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Betterment LLC Betterment LLC Investment ManagersFinance Betterment’s methodology advises clients to invest in well-diversified stock market holdings for strong, long-term returns, along with Treasury bonds for steady income that is superior to typical bank interest rates with lower volatility than the equities markets. The firm manages all client portfolios directly and implements their strategy by recommending a portfolio of broad market index ETFs and Treasury Bond ETFs. Once in place, Betterment’s online platform enables clients to fine-tune their allocation to match their individual needs.	Finance

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