Dan Sondhelm
Dan Sondhelm is the Founder and Chief Executive Officer of Sondhelm Partners, a leading provider of integrated distribution, marketing, and public relations services for the asset management industry. With more than 25 years of leadership experience in financial services marketing, Sondhelm has played a key role in helping boutique asset managers build scalable growth strategies while supporting larger firms in energizing and aligning their sales and distribution teams. His work spans a wide range of strategic initiatives, including mergers and acquisitions, mutual fund adoptions and reorganizations, and subadvisory relationships. Prior to founding Sondhelm Partners, Sondhelm served as a Senior Partner at SunStar Strategic, a financial marketing and public relations firm. In that role, he led new business development, guided client strategy, and introduced innovative marketing and communications solutions for investment management firms. Beyond his work with Sondhelm Partners, Sondhelm is an active voice in the industry. He is a frequent contributor to financial news media, a regular speaker and moderator at industry conferences and webinars, and a trusted presenter for mutual fund boards of directors, delivering insights both on-site and virtually.
Dan Sondhelm Professional Experience / Academic History
Professional Experience
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Founder and CEO
Academic History
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M.B.A., Marketing
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B.S.B.A., Finance
SONDHELM PARTNERS
Founded in 2016, Sondhelm Partners is a leading marketing, public relations, and distribution consultancy focused on the global asset management industry.
Under the leadership of Dan Sondhelm, the firm has helped boutique asset managers worldwide accelerate growth through integrated marketing, sales support, public relations, and strategic partnerships.
The firm’s work has been widely recognized across the industry, earning multiple awards and distinctions for excellence in fund distribution and asset management marketing.
The firm has been named a finalist for Fund Marketer of the Year by the With Intelligence Mutual Fund and ETF Awards and recognized among the Most Influential People in Fund Distribution by MutualFundWire.
Beyond his work at Sondhelm Partners, Dan Sondhelm is a frequent contributor to financial news media, a regular speaker at industry conferences and webinars, and an advisor to corporate and mutual fund boards, sharing insights on distribution strategy, marketing effectiveness, and industry trends.
EARLY CAREER
Throughout his career, Dan Sondhelm has played a key role in facilitating successful relationships and strategic transactions across the asset management industry, including growth initiatives, partnerships, and business development efforts.
Prior to founding Sondhelm Partners, Sondhelm served as a Senior Partner at SunStar Strategic, a financial marketing and public relations firm. There, he led new business development, guided client strategy, and introduced innovative solutions that helped drive sustained firm growth.
During his tenure, SunStar Strategic was named to the Inc. 5000 list for five consecutive years, highlighting its success as one of the fastest-growing private companies in the United States.