Dan Yates

Senior Vice President

Dan joined FPA in 2014. He is Head of Consultant Relations.  Prior to joining FPA, Dan was a Partner and investment team member at a large, long standing hedge fund of funds group where he was primarily responsible for growing and managing client relationships.  Prior to this role, he was a Partner and Senior Consultant at RV Kuhns & Associates where his clients included pension plans, 401(k) plans, endowments/foundations, and corporate asset accounts.  Dan’s previous roles included Vice President and Head of Actuarial at a non-qualified retirement plan consulting company and Senior Consulting Actuary for Mercer Human Resources Consulting.  He earned a Bachelor of Science degree in Mathematics and Physics from Willamette University and an MBA from Portland State University.