Daniel Price is responsible for implementing investment strategies and conducting due diligence on separate accounts, mutual funds, and ETFs. He joined the firm in 2006 from Charles Schwab where he was director of the Managed Account Research Center. He has been in the financial services industry since 1997.
Prior to Natixis, Daniel managed a team of analysts and provided research and consultative sales support to independent advisors as director of Charles Schwab’s Managed Account Research Center. He also contributed to manager selection and removal decisions as a member of Schwab’s Managed Account Select Investment Committee. Prior to Schwab, Daniel analyzed mutual funds and developed asset allocation recommendations for 401(k) participants at mPower, a web-based 401(k) advice provider, and held several positions at investment management firm Bailard Biehl & Kaiser.
Daniel received his BA in biology from Middlebury College and is FINRA Series 7 and 66 licensed. He holds both the Chartered Financial Analyst® and the Financial Risk Manager designations and is a member of the CFA Society of San Francisco.
Funds managed
Natixis Target Retirement 2015 Fund
Ticker
NSFBX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$4.97 million
as of 11/21/2024
Morningstar category
Target-Date 2015
Natixis Target Retirement 2020 Fund
Ticker
NSFDX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$5.16 million
as of 11/21/2024
Morningstar category
Target-Date 2020
Natixis Target Retirement 2025 Fund
Ticker
NSFEX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$9.46 million
as of 11/21/2024
Morningstar category
Target-Date 2025
Natixis Target Retirement 2030 Fund
Ticker
NSFFX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$19.53 million
as of 11/21/2024
Morningstar category
Target-Date 2030
Natixis Target Retirement 2035 Fund
Ticker
NSFGX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$19.99 million
as of 11/21/2024
Morningstar category
Target-Date 2035
Natixis Target Retirement 2040 Fund
Ticker
NSFHX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$27.57 million
as of 11/21/2024
Morningstar category
Target-Date 2040
Natixis Target Retirement 2045 Fund
Ticker
NSFJX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$25.26 million
as of 11/21/2024
Morningstar category
Target-Date 2045
Natixis Target Retirement 2050 Fund
Ticker
NSFKX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$26.46 million
as of 11/21/2024
Morningstar category
Target-Date 2050
Natixis Target Retirement 2055 Fund
Ticker
NSFLX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$21.42 million
as of 11/21/2024
Morningstar category
Target-Date 2055
Natixis Target Retirement 2060 Fund
Ticker
NSFMX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$18.30 million
as of 11/21/2024
Morningstar category
Target-Date 2060
Natixis Target Retirement 2065 Fund
Ticker
NSFOX
One of a series of target date funds designed to help investors meet their retirement goals.
Total net assets
$4.37 million
as of 11/21/2024
Morningstar category
Target-Date 2065+
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