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Daniel Kalish,
Head of U.S. Real Assets

Philadelphia

Daniel Kalish is a Director and Head of U.S. Real Assets based in our Philadelphia office, with overall responsibility for leading service delivery as well as the expansion of our Real Assets Fund Services product in the U.S. Market.

As a member of the U.S. leadership team, Dan also provides support to the client facing teams in assisting with the various people, processes and technology initiatives to help drive a best in class client service delivery model.  Aztec U.S. is looking to create a diverse, highly skilled, cross-border service offering in the United States that enhances the overall Aztec Group’s award winning reputation.

Background and experience

Dan has spent his entire career in the Investment Management industry. He brings to the Group a long track record of leading high performing teams which have focused on fund administration and delivering global financial and regulatory reporting solutions, particularly for Alternative Investment products.

Prior to joining the Group in 2022, Dan spent the past 16 years working for leading global asset managers, JP Morgan Investment Management and BlackRock. Prior to that, he spent time at two leading fund administration service providers and began his career at PricewaterhouseCoopers LLP.

Qualifications

Dan received his Masters of Business Administration from the Johnson Graduate School of Management at Cornell University and his Bachelor of Science Degree in Business Administration from The American University.  He is a Certified Public Accountant and a member of the American and Pennsylvania Institutes of Certified Public Accountants.

Outside of the office

In his spare time, Dan enjoys reading, playing golf and spending time with his wife, Sarah, and their four children.


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