Dan Banaszak utilizes the services of PlanRock Wealth Strategies as an Advisor. Dan Banaszak is a portfolio manager and partner for PlanRock Funds. Mr. Banaszak also currently serves as portfolio manager with Persistent Capital. Previously, Mr. Banaszak was a portfolio manager for Victory Capital Management from 2015 to 2019. While at Victory he developed the trading and implementation processes for the firm’s ETF business and helped build systematic quantitative investment strategies for the firm’s mutual fund and managed accounts business. Prior to his time at Victory, he worked as an analyst and portfolio manager for Compass EMP from 2011 to 2015. In his role at Compass EMP, Dan worked in developing custom index methodologies and managing the firm’s index-tracking ETF and mutual fund suite.
Prior to Compass, Mr. Banaszak worked in Chicago as an options market maker for the Lerner Trading Group beginning in 2007.
Mr. Banaszak graduated with a B.S.B.A in finance from Xavier University in Cincinnati, Ohio. Mr. Banaszak has earned the right to use the Chartered Financial Analyst designation since 2011.