Dan Sondhelm is the CEO of Sondhelm Partners. Sondhelm Partners, founded in 1996, helps institutional asset managers, mutual fund and ETF firms, alternative investment managers, wealth managers, and fintech firms attract investors and build brands through marketing, public relations, and sales strategies.
With over 25 years of financial services marketing experience, Dan has been instrumental in helping boutique firms develop growth programs and larger firms support and energize their sales teams. He helps asset managers understand what’s possible and how to position themselves for growth.
In addition, Dan has helped clients navigate the strategy of strategic partnerships. Dan has helped forge numerous successful relationships and transactions such as M&A, mutual fund adoptions/reorganizations, and subadvisory, often matching firms with solid investment expertise with those that have strong distribution.
Dan is sought after by influencers for his expertise in industry news. He 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.
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.
Dan was previously a senior partner at SunStar Strategic, where he developed new business opportunities, led client strategy, and innovated client solutions. The firm earned a spot on the Inc 5000 list for five consecutive years.
Dan earned a BSBA and MBA from the Kogod College of Business Administration at American University in Washington, DC.
He lives in Alexandria, VA, with his wife Jenna, twin children Madeleine and Gabriel, and cat Remy. Learn more here.