Education, Certifications, Accreditations

  • Chartered Financial Analyst®
  • Master of Business Administration, Finance, University of Wisconsin – Oshkosh
  • Bachelor of Science, Business Administration, University of Wisconsin – Steven’s Point
  • Certified Internal Auditor

Professional Associations 

  • Chartered Financial Analyst (CFA®) Institute – Member
  • Madison Society of Financial Analysts – Member

Dan Nguyen, CFA®

With a strong background in financial analysis and strategy design, Dan Nguyen is an essential part of the MPPL investment team. Dan enjoys the challenges and rewards that go along with managing and growing portfolios for clients across the firm. Being part of a hardworking, professional team of financial advisors who work together to help clients achieve their goals is one of the most rewarding parts of Dan’s job at MPPL.

Dan has developed several proprietary models that provide real-time quantitative analysis and insight into market trends and internal dynamics.  These models provide key inputs for the MPPL investment process.

If you’re looking for Dan outside the office, you may just find him on the tennis court. Dan also keeps busy with competitive table tennis and enjoys ballroom dancing.

Check the background of this investment professional on FINRA’s BrokerCheck.

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