Dan Whitley, CIPM in

Dan Whitley, CIPM

Sharpshooter · DISC type DC
Head of Product Data & Information at Lord, Abbett & Co. LLC
📍 New York, New York, United States

Dan Whitley is the Head of Product Data & Information at Lord, Abbett & Co. LLC, where he directs the strategy for the firms client and product data ecosystem. A BBA graduate from George Washington University and a CIPM® certificant, he is deeply involved in shaping industry standards through his work with the CFA Institute and GIPS committees.

Outside of his professional work, Dan has a strong background in competitive sports. While attending university, he was the Captain and Match Secretary for the George Washington University Mens Rugby Club, showcasing his leadership skills and passion for teamwork from an early stage in his career.

He is actively speaking at industry events on the nuances and impacts of the SEC Marketing Rule.

Read the full overview →
Experience
17 Years
Current Role
Head of Product Data & Information
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Dan shows up

Fast But Analytical
Precise But Practical
Rigorous & Demanding

They respond better to strong and respectful interactions. They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success.

Priorities

Topics Dan cares about

Investment Performance Standards
Serves on the GIPS Standards United States Investment Performance Committee and the CFA Institute’s CIPM Curriculum Subcommittee, directly shaping industry best practices.
Product Data Strategy
His current role involves leading the strategy and execution for Lord Abbett's entire client and product data ecosystem, ensuring accuracy and impact.
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Career

Work history

7-2023
Head of Product Data & Information
Lord, Abbett & Co. LLC
11-2017 - 7-2023
Head of Performance & Product Data
Lord, Abbett & Co. LLC
9-2012 - 11-2017
Senior Associate
JPMorgan Chase
6-2008 - 7-2012
Senior Investment Performance Analyst
Cambridge Associates
9-2007 - 1-2008
Intern
Merrill Lynch
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2004 - 2008
BBA
The George Washington University School of Business
2004 - 2008
BBA
The George Washington University
2000 - 2004
Education details unavailable
Mater Dei
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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