Dan provides thought leadership on asset allocation, tactical investment positioning, security selection decisions and collaborates with other investment team members to formulate the overall economic view of the firm.
Dan spent five years at Zeke Capital Advisors as a Client Portfolio Manager. At Zeke Capital Advisors, he served a select group of clients in creating, implementing and managing customized portfolios. Prior to Zeke Capital Advisors, Dan worked at JPMorgan as an Associate Investor.
BS, Wilmington University
Dan is currently actively involved with Central Pennsylvania Food Bank and Junior Achievement.
Outside of the office, Dan enjoys fishing, following college football and spending time with his wife and two daughters.