Dan Sondhelm

During his MBA program, Dan Sondhelm interned at a marketing and PR firm for asset managers. Upon graduation, he joined the firm as their first full-time employee and quickly excelled in bringing in new business and servicing client accounts. Thanks to Dan’s efforts, one of his early clients achieved remarkable growth, increasing their assets under management by $300 million in just six months. This success opened Dan’s eyes to the vast growth opportunities within the asset management industry.

Dan’s success at the firm earned him a promotion to senior partner, where he took on additional responsibilities for helping clients and growing the firm. During his tenure, the firm expanded its prestigious client base, grew its team, and received recognition for their success, including being included on the Inc 5000 list multiple times. Dan’s influence in the industry was also acknowledged when he was nominated as one of the most influential people in fund distribution by MFWire.com.

Despite these achievements, Dan realized that the firm’s services were limited in solving certain client problems and clients needed more. Driven to address this issue, he founded Sondhelm Partners, a consultancy firm specializing in holistic growth strategies such as marketing, public relations, sales, and strategic partnerships. These strategies help hidden gem and name brand asset managers attract investors, enhance credibility, and build their brands.

Today, Sondhelm Partners continues to thrive, helping clients achieve their growth goals and overcome challenges in the asset management industry.