Daniel Egan

Director of Behavioral Finance and Investing at Betterment | New York, New York, United States

About Daniel Egan

Daniel P. Egan serves as the Director of Behavioral Finance and Investing at Betterment, where he leverages his expertise in behavioral finance and behavioral economics to empower individuals to make informed financial and investment decisions. With a strong belief in the transformative power of technology and design, Daniel is dedicated to creating seamless investment experiences that prioritize optimal outcomes for clients. His role encompasses a broad spectrum of responsibilities, including strategic asset allocation and individual portfolio optimization, ensuring that Betterment's customers achieve the best possible take-home returns—returns that account for fees, taxes, and risk.

Daniel's work is particularly focused on personalizing ongoing management for clients, utilizing advanced quantitative and empirical finance techniques to tailor investment strategies that align with individual goals and risk tolerances. By applying applied statistics and data analysis, he is able to craft personalized investment advice that resonates with clients' unique financial situations. His commitment to behavioral design helps clients navigate the complexities of investing, making it easier for them to stay on track with their financial objectives.

In addition to his hands-on work at Betterment, Daniel is an accomplished author, sharing his insights on behavioral finance through various platforms, including his Amazon Author Page. His skills in econometrics, statistical modeling, and holistic financial planning further enhance his ability to drive impactful investment strategies. As a thought leader in the industry, Daniel continues to explore innovative ways to integrate behavioral science into wealth management, ultimately helping clients achieve financial well-being with confidence and ease.

Daniel Egan Work