Dan Quilico, CFA

Principal

Client Advisory

Biography

Mr. Quilico is a Principal in the Denver office where he advises multiple Taft-Hartley trusts leading client engagement across defined-benefit, defined-contribution, and health and welfare plans.

Prior to joining Cerity Partners, Mr. Quilico served as a Consultant at Verus, a leading institutional investment advisory firm that merged with Cerity Partners in 2026. Previously, Mr. Quilico was an associate portfolio manager at ONE Capital Management LLC.

Education

  • BA – Mathematical Economics – Colorado College

Highlights

  • Member of the CFA Institute and CFA Society of Colorado

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