Dan’s expertise in understanding stocks and technical analysis are handy skills to have. But, it’s his desire to educate clients that brings him the most satisfaction: “More often than not, problems arise around proper asset allocation decisions and stock selection. I’m committed to providing great advice to my clients, including articulating high level concepts in a way they can understand.”
A University of Virginia, McIntire School of Commerce graduate, one of Dan’s biggest accomplishments was helping grow his previous investment firm from $85M to $500M in assets under management over five years.
In his spare time, Dan enjoys playing sports, including tennis, golf, and volleyball.