About Daniel E. Fiedler
Dan Fiedler offers sophisticated financial solutions to his clients, which include foundations, individuals, and families. A highly experienced professional, Dan helps his clients develop and implement innovative investment and risk management strategies customized for their unique situations.
Working closely with his colleagues on the Key Private Bank team, Dan ensures your investment plans address your current goals and objectives. When you work with Dan, you know he will not only address your current financial priorities, but also help you anticipate and plan for future needs.
Prior to joining Key, Dan served as a Director for Robert W. Baird & Co., where he traded commercial mortgage-backed securities for institutional clients. Dan has also worked at Janney Montgomery Scott, C.L. King & Associates, and First Albany Corporation. Dan began his finance industry career in 1999 and has enjoyed working on behalf of clients ever since.
Dan earned a degree in history from the University of Rochester. He also holds the Chartered Financial Analyst (CFA®) designation, having successfully completed the program in 2009. Dan is a member of the CFA Institute as well as the CFA Society of New York. He lives with his wife in upstate New York and loves the outdoors.