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Dan Kupiec, CFA

Dan Kupiec, CFA
Dan Kupiec, CFA
Senior Investment Analyst
MainStreet Advisors

Dan is a Senior Investment Analyst for MainStreet Advisors. In this role, he works closely with the firm’s Chief Investment Officer and leads integral components of our asset allocation, security selection, data aggregation and investment publication processes. He also provides analytical and research support to the firm’s Portfolio Managers. Prior to joining MainStreet Advisors, Dan was a Commercial Portfolio Manager at BMO Harris Bank where he conducted financial statement analysis for commercial loan renewals. Dan earned his BS in Business Administration, Finance & Accounting from Marquette University. Dan holds the Chartered Financial Analyst® (CFA) designation and is a member of both the CFA Institute and the CFA Society Chicago.

Webinars

WEBINARS

Our most recent Summer Webinar Series offered information about our new 3rd party platforms: DI & MS. As well as everything you'd want or need to know about Alternative Investments. Watch now on our Vimeo channel.

Curious about our pas Annual Client Conference presentations? You can also find those a Vimeo.

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Tools We Offer

TOOLS WE OFFER

As proprietary owners of our portfolio performance research, MainStreet Advisors provides clients with exclusive monthly publications featuring in-depth performance analysis, comprehensive market updates, and expert portfolio manager insights.

Discover the benefits of becoming a MainStreet Advisors client today.

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Speaking Engagements


SPEAKING ENGAGEMENTS

The current list of speaking topics includes:

-Behavioral Finance
-Dividends
-Intersection of Politics and Investing
-Investing in Today’s Market
-Investing in a Volatile Environment
-Managing Fixed Income Investments
-Millennials & Money
-Mind, Heart & Wallet
-Women, Wealth & Wisdom

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What's Ours Is Yours

WHAT'S OURS IS YOURS

Whether you choose MainStreet Advisors' branded materials or your own private label, our professional publications provide valuable insights. Now enhanced with engaging photography and presented in a more reader-friendly format, they offer an improved experience.

Already a Client? Access the enhancements in your client portal today.

Client Portal