Dan Westerheide
Senior Vice President, ALM and Risk Management
Mr. Westerheide is a Senior Vice President and Co-Head of Beta Research, ALM and Risk Management in Segal Marco Advisors’ Boston office with nearly 20 years of experience in pension consulting. He is the lead consultant for many clients and is responsible for initiating projects to enhance the firm’s asset liability strategies and capabilities.
Mr. Westerheide specializes in asset liability strategies for defined benefit pension plans and is expert in capital markets theory and the application of capital markets modeling. As a leading practitioner in asset liability modeling (ALM), he has aided clients in implementing many cutting-edge risk management techniques such as synthetic duration and dynamic asset allocation. Mr. Westerheide’s clients include the Olin Corporation, Philips Electronics and Anheuser-Busch InBev.
Mr. Westerheide is a member of several teams and units within the firm, including the capital markets research group, Segal’s Live Modeling Task Force, and the ALM Strategies and Techniques Training team. He also works closely with the company’s National Retirement Practice Leader.
Mr. Westerheide joined Segal in 2006 when Irwin Tepper Associates, Inc. was acquired by The Segal Group. He was named a Vice President in 2007. In 2010, Mr. Westerheide was named ALM Practice Leader for Segal Marco Advisors. He was also previously employed by Towers Perrin.
Mr. Westerheide graduated from the University of Michigan with a BS in Actuarial Science.
Examples of Mr. Westerheide’s published work include:
- “Why LDI? A Strategy for Balancing Asset and Liability Risk for Frozen, Closed or Open DB Plans,” Daniel Westerheide and Stewart D. Lawrence, Perspectives, Volume 16, Issue 2, March 2008
- “Liability-Driven Investing: Adding Investment Return, Lowering Risk.” John DeMairo and Daniel F. Westerheide, Financial Executive, January/February 2008
Contact Dan
Leadership
Dan Westerheide
Senior Vice President, ALM and Risk Management
Mr. Westerheide is a Senior Vice President and Co-Head of Beta Research, ALM and Risk Management in Segal Marco Advisors’ Boston office with nearly 20 years of experience in pension consulting. He is the lead consultant for many clients and is responsible for initiating projects to enhance the firm’s asset liability strategies and capabilities.
Mr. Westerheide specializes in asset liability strategies for defined benefit pension plans and is expert in capital markets theory and the application of capital markets modeling. As a leading practitioner in asset liability modeling (ALM), he has aided clients in implementing many cutting-edge risk management techniques such as synthetic duration and dynamic asset allocation. Mr. Westerheide’s clients include the Olin Corporation, Philips Electronics and Anheuser-Busch InBev.
Mr. Westerheide is a member of several teams and units within the firm, including the capital markets research group, Segal’s Live Modeling Task Force, and the ALM Strategies and Techniques Training team. He also works closely with the company’s National Retirement Practice Leader.
Mr. Westerheide joined Segal in 2006 when Irwin Tepper Associates, Inc. was acquired by The Segal Group. He was named a Vice President in 2007. In 2010, Mr. Westerheide was named ALM Practice Leader for Segal Marco Advisors. He was also previously employed by Towers Perrin.
Mr. Westerheide graduated from the University of Michigan with a BS in Actuarial Science.
Examples of Mr. Westerheide’s published work include:
- “Why LDI? A Strategy for Balancing Asset and Liability Risk for Frozen, Closed or Open DB Plans,” Daniel Westerheide and Stewart D. Lawrence, Perspectives, Volume 16, Issue 2, March 2008
- “Liability-Driven Investing: Adding Investment Return, Lowering Risk.” John DeMairo and Daniel F. Westerheide, Financial Executive, January/February 2008
Contact Dan
Leadership
Dan Westerheide
Senior Vice President, ALM and Risk Management
Contact Dan
Mr. Westerheide is a Senior Vice President and Co-Head of Beta Research, ALM and Risk Management in Segal Marco Advisors’ Boston office with nearly 20 years of experience in pension consulting. He is the lead consultant for many clients and is responsible for initiating projects to enhance the firm’s asset liability strategies and capabilities.
Mr. Westerheide specializes in asset liability strategies for defined benefit pension plans and is expert in capital markets theory and the application of capital markets modeling. As a leading practitioner in asset liability modeling (ALM), he has aided clients in implementing many cutting-edge risk management techniques such as synthetic duration and dynamic asset allocation. Mr. Westerheide’s clients include the Olin Corporation, Philips Electronics and Anheuser-Busch InBev.
Mr. Westerheide is a member of several teams and units within the firm, including the capital markets research group, Segal’s Live Modeling Task Force, and the ALM Strategies and Techniques Training team. He also works closely with the company’s National Retirement Practice Leader.
Mr. Westerheide joined Segal in 2006 when Irwin Tepper Associates, Inc. was acquired by The Segal Group. He was named a Vice President in 2007. In 2010, Mr. Westerheide was named ALM Practice Leader for Segal Marco Advisors. He was also previously employed by Towers Perrin.
Mr. Westerheide graduated from the University of Michigan with a BS in Actuarial Science.
Examples of Mr. Westerheide’s published work include:
- “Why LDI? A Strategy for Balancing Asset and Liability Risk for Frozen, Closed or Open DB Plans,” Daniel Westerheide and Stewart D. Lawrence, Perspectives, Volume 16, Issue 2, March 2008
- “Liability-Driven Investing: Adding Investment Return, Lowering Risk.” John DeMairo and Daniel F. Westerheide, Financial Executive, January/February 2008
Leadership
Dan Westerheide
Senior Vice President, ALM and Risk Management
Contact Dan
Mr. Westerheide is a Senior Vice President and Co-Head of Beta Research, ALM and Risk Management in Segal Marco Advisors’ Boston office with nearly 20 years of experience in pension consulting. He is the lead consultant for many clients and is responsible for initiating projects to enhance the firm’s asset liability strategies and capabilities.
Mr. Westerheide specializes in asset liability strategies for defined benefit pension plans and is expert in capital markets theory and the application of capital markets modeling. As a leading practitioner in asset liability modeling (ALM), he has aided clients in implementing many cutting-edge risk management techniques such as synthetic duration and dynamic asset allocation. Mr. Westerheide’s clients include the Olin Corporation, Philips Electronics and Anheuser-Busch InBev.
Mr. Westerheide is a member of several teams and units within the firm, including the capital markets research group, Segal’s Live Modeling Task Force, and the ALM Strategies and Techniques Training team. He also works closely with the company’s National Retirement Practice Leader.
Mr. Westerheide joined Segal in 2006 when Irwin Tepper Associates, Inc. was acquired by The Segal Group. He was named a Vice President in 2007. In 2010, Mr. Westerheide was named ALM Practice Leader for Segal Marco Advisors. He was also previously employed by Towers Perrin.
Mr. Westerheide graduated from the University of Michigan with a BS in Actuarial Science.
Examples of Mr. Westerheide’s published work include:
- “Why LDI? A Strategy for Balancing Asset and Liability Risk for Frozen, Closed or Open DB Plans,” Daniel Westerheide and Stewart D. Lawrence, Perspectives, Volume 16, Issue 2, March 2008
- “Liability-Driven Investing: Adding Investment Return, Lowering Risk.” John DeMairo and Daniel F. Westerheide, Financial Executive, January/February 2008
Leadership
Dan Westerheide
Senior Vice President, ALM and Risk Management
Contact Dan
Mr. Westerheide is a Senior Vice President and Co-Head of Beta Research, ALM and Risk Management in Segal Marco Advisors’ Boston office with nearly 20 years of experience in pension consulting. He is the lead consultant for many clients and is responsible for initiating projects to enhance the firm’s asset liability strategies and capabilities.
Mr. Westerheide specializes in asset liability strategies for defined benefit pension plans and is expert in capital markets theory and the application of capital markets modeling. As a leading practitioner in asset liability modeling (ALM), he has aided clients in implementing many cutting-edge risk management techniques such as synthetic duration and dynamic asset allocation. Mr. Westerheide’s clients include the Olin Corporation, Philips Electronics and Anheuser-Busch InBev.
Mr. Westerheide is a member of several teams and units within the firm, including the capital markets research group, Segal’s Live Modeling Task Force, and the ALM Strategies and Techniques Training team. He also works closely with the company’s National Retirement Practice Leader.
Mr. Westerheide joined Segal in 2006 when Irwin Tepper Associates, Inc. was acquired by The Segal Group. He was named a Vice President in 2007. In 2010, Mr. Westerheide was named ALM Practice Leader for Segal Marco Advisors. He was also previously employed by Towers Perrin.
Mr. Westerheide graduated from the University of Michigan with a BS in Actuarial Science.
Examples of Mr. Westerheide’s published work include:
- “Why LDI? A Strategy for Balancing Asset and Liability Risk for Frozen, Closed or Open DB Plans,” Daniel Westerheide and Stewart D. Lawrence, Perspectives, Volume 16, Issue 2, March 2008
- “Liability-Driven Investing: Adding Investment Return, Lowering Risk.” John DeMairo and Daniel F. Westerheide, Financial Executive, January/February 2008
