The misalignment between investor values and adviser value proposition has brought to light how the current solution has failed to attract the full potential customer base; the next phase will require advisers to think and act differently. A wave of younger clients is beginning to challenge the definition of value in the adviser-client relationship. And new tools and technologies are disrupting the traditional model to offer investors new options for consuming financial advice. Combined, these trends raise the importance of cultivating professional standards to ensure that the advisory function delivers premium customer outcomes.
Previously, he was responsible for the organization's highly respected standards of practice which provide guidance to individuals and firms grappling with ethical problems in the investment industry. Dannhauser is a member of the investment committee overseeing the CFA Institute operating reserve and previously chaired the organization's defined contribution investment committee.
Dannhauser earned a MBA in finance from the Johnson Graduate School of Management at Cornell University, and a MPH in health systems and policy from the University of Medicine and Dentistry of New Jersey. He earned a BA in political science from George Washington University. In addition to holding the Chartered Financial Analyst designation, he earned the Financial Risk Manager certification from the Global Association of Risk Managers as well as the Chartered Alternative Investment Analyst designation from the CAIA Association.