A passion for AI & asset management innovation
With nearly 20 years in the asset management industry, Lead Consultant Daniel Quinn brings a unique blend of investment industry marketing expertise and AI innovation to csAI’s work.
A career rooted in investment management & Fintech
Dan’s career began at Morningstar, where he worked as:
Editorial Analyst
Mutual Fund & Stock Analyst – Covering the Basic Materials sector
Building on this foundation, he later launched DQCOMM, a marketing and consulting firm focused on emerging-to-midsized asset managers. He later served as Chief Marketing Officer for two FinTech companies, helping shape their branding, communications, and growth strategies.
Bridging AI & asset management
In 2024, Dan pivoted to AI, completing an intensive 6-month AI program at Northwestern University that covered the programming of a broad range of AI, machine learning, and Neural Network/transformer applications.
With this expertise, Dan now helps asset management firms integrate AI into their existing operations.
AI strategies for real-world impact
Dan understands the inner workings of investment firms—from portfolio management to marketing pain points. His consulting approach is rooted in practicality and transformation:
Identifying AI solutions that create meaningful efficiencies
Developing custom AI applications for firm-specific needs
Helping firms navigate AI adoption & strategy for long-term growth
At csAI Consulting, our mission is simple: Deliver solutions that work—without the overhyped promises.
Contact us
Interested in a 20-minute consult? Complete the form and we will be in touch shortly.