Dan Quilico, CFA

Consultant

Mr. Quilico is a part of the Los Angeles based consultant team as well as a member of Verus’ Taft-Hartley sector team. As a consultant, Mr. Quilico advises on multiple Taft-Hartley trusts leading client engagement across defined-benefit, defined-contribution, and health and welfare plans. Other responsibilities at Verus include in-depth research and analysis across a variety of investment strategies, IPS development, and producing client deliverables. Mr. Quilico joined Verus in 2019 as a senior consulting associate providing support for senior consultants in helping clients achieve their long-term investment goals.

Prior to Verus, Mr. Quilico was an associate portfolio manager at ONE Capital Management LLC where he was responsible for top-down strategic portfolio analysis including portfolio implementation, asset allocation, and rebalancing. Mr. Quilico is a CFA charterholder (Chartered Financial Analyst) as well as a member of the CFA Institute and CFA Society of Colorado. He graduated from Colorado College with a Bachelor of Science (BS) degree in mathematical economics where he was also on the division 1 ice hockey team.