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Dan Timotic, CFA, CFP®

Helping Clients Navigate Wealth with Confidence Through Strategic Planning & Investment Expertise.
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Email: ****@****.***
Location: United States
Current employer:
Cerity Partners
Current title:
Partner
Last updated: 05/05/2026 11:39 AM
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About

Dan Timotic, CFA, CFP® is from United States. Dan is currently Partner at Cerity Partners, located in Florida, United States. In Dan's previous role as a Managing Principal & Portfolio Manager at T2 Asset Management, LLC, Dan worked in Oakbrook Terrace, IL until Mar 2022. Prior to joining T2 Asset Management, LLC, Dan was a Vice President at Calamos Investments and held the position of Vice President at Naperville, IL. Prior to that, Dan was a Director at Transamerica from Jun 2009 to May 2011. Dan started working as Vice President at Hartford Investment Management in Jan 2006. From Jan 2004 to Jan 2006, Dan was Principal at DMT Capital Management, LLC. Prior to that, Dan was a Vice President at Spear, Leeds & Kellogg - A Goldman Sachs Company from Jan 2003 to Jan 2004. Dan started working as VP - Portfolio Manager & Fixed Income Strategist at Zurich Scudder Investments in Jan 2000.

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Dan Timotic, CFA, CFP®'s current jobs
Company: Cerity Partners
Title: Partner
Period: Mar 2022 - Present (4 years, 2 months)
Location: Florida, United States
Dan Timotic, CFA, CFP®'s past jobs
Company: T2 Asset Management, LLC
Title: Managing Principal & Portfolio Manager
Period: May 2013 - Mar 2022 (8 years, 10 months)
Location: Oakbrook Terrace, IL
Company: Calamos Investments
Title: Vice President
Period: Jun 2011 - Oct 2012 (1 year, 4 months)
Location: Naperville, IL
Company: Transamerica
Title: Director
Period: Jun 2009 - May 2011 (1 year, 11 months)
Company: Hartford Investment Management
Title: Vice President
Period: Jan 2006 - May 2009 (3 years, 4 months)
Company: DMT Capital Management, LLC
Title: Principal
Period: Jan 2004 - Jan 2006 (2 years)
Company: Spear, Leeds & Kellogg - A Goldman Sachs Company
Title: Vice President
Period: Jan 2003 - Jan 2004 (1 year)
Company: Zurich Scudder Investments
Title: VP - Portfolio Manager & Fixed Income Strategist
Period: Jan 2000 - Jan 2002 (2 years)
Company: Asset Allocation & Management
Title: Trader
Period: Jan 1998 - Jan 2000 (2 years)
Company: Zurich Scudder Investments
Title: Business Analyst
Period: Jan 1995 - Jan 1998 (3 years)
Location: Greater Chicago Area
Dan Timotic, CFA, CFP®'s education
MBA
1996 - 1997
BS
1990 - 1994
Dan Timotic, CFA, CFP®'s top skills
Investments Economics Portfolio Management Finance Securities Investment Management Equities Wealth Management Trading Series 63 Financial Markets Investment Strategies Bonds Asset Management Fixed Income Asset Allocation Mutual Funds Financial Advisory Derivatives Banking
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