Dan Sondhelm
Dan Sondhelm is CEO at Sondhelm Partners, a provider of integrated distribution, marketing and public relations for the asset management industry. In his role, Dan helps asset managers understand how to position themselves for growth, and navigate the strategy of strategic partnerships. With more than 25 years of financial services marketing experience, Dan has become sought after by influencers — instrumental in helping boutique firms develop growth programs and larger firms support and energize their sales teams. Dan also frequently contributes to the financial news media, presents or moderates at industry conferences and webinars, and speaks on-site to mutual fund boards of directors.
Dan Sondhelm Professional Experience / Academic History
Professional Experience
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Chief Executive Officer
Academic History
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Master of Business Administration, Marketing
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Bachelor of Business Administration, Finance
Throughout his career, Dan has helped forge numerous successful relationships and transactions in the industry.
He helped with M&A, mutual fund adoptions/reorganizations, and subadvisory, often matching firms with solid investment expertise.
Prior to founding his firm, he was a Senior Partner at SunStar Strategic, where he developed new business opportunities, led client strategy, and innovative solutions.
While at SunStar Strategic, the firm earned a spot on the Inc 5000 list for five consecutive years.
In 2009, MutualFundWire nominated Dan as one of the Most Influential People in Fund Distribution for his knowledge, relationships, and experience in helping companies grow.