Dan James Suzuki
Senior Investment Strategist | Cross-Asset & Equity Allocation | Data-Driven Research | Quant Integration | Client & Media-Facing Leader | $16B AUM Experience
- Role
- Investment Strategist at Schroders
- Location
- Rye, NY, US
- LinkedIn followers
- 500 followers
About Dan James Suzuki
I’m a senior investment strategist and former Deputy CIO with over 20 years of experience in multi-asset and equity portfolio strategy, macroeconomic research, and client advisory. I’ve led an 8-person investment committee overseeing $16B in AUM, with responsibility for portfolio construction, risk management, and tactical asset allocation.My work is rooted in deep macro, factor, sector, and cross-asset analysis, enhanced by in-depth analysis of earnings, liquidity and valuation drivers. I’ve published widely consumed investment commentary and have served as a frequent contributor to financial media including CNBC, Bloomberg, and Fox Business.I’m passionate about translating data into investable themes, collaborating with internal stakeholders, and engaging with clients across channels to provide actionable and differentiated market views.
Experience
Investment Strategist
Oct 2025 — Present · Nyack, NY, US
Shape and communicate the firm’s market views and investment strategy to clients and partners.
Education
Duke University
BS, Economics
1998 — 2002
Osaka International School
International Baccaulaureate
The London School of Economics and Political Science (LSE)
General Course, Economics
2000 — 2001
Skills
- Financial Modeling
- Equities
- Asset Allocation
- Valuation
- Series 7
- Macroeconomics
- Bloomberg
- Equity Research
- Economics
- Investments
- Investment Strategies
- Dcf
- Finance
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