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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on investment professionals.

Join host Paul Olschwanger as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more.

Jun 1, 2023

How often do we have an opportunity to hear the personal and professional story of an investor and leader who happens to play a significant role in one of the country’s largest pension plans? Dan O’Grady is the Assistant Vice President – Investment Management for AT&T and is responsible for overseeing public equity and hedge fund programs across the company’s nearly $100B in investment assets.  Before his current position at AT&T and its predecessors, Dan was responsible for strategic allocations as well as risk management and served as Manager – Capital Reporting; In addition, he was a Financial Analyst for Wilson Sporting Goods; and Senior Accountant for GATX. 


Dan is a Chartered Financial Analyst, Certified Public Accountant, and Charted Alternative Investment Analyst and has a BA from University of Notre Dame, master’s in accounting from University of Missouri, and an MBA from DePaul University.  He serves his community as Assistant Treasurer of the AT&T Foundation and on the investment committee at the Dallas Museum of Art.  Dan has been recognized for numerous industry awards, all of which he never mentioned in previous conversations.


On this episode, Dan shares more details about his personal and professional journey, building a team, proud moments, and commitment to financial literacy.