1 month ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
Principal,
Financial Advisor
Dan joined CAPTRUST in 2010. He is a principal and financial advisor and is responsible for providing retirement plan advisory services to institutional fiduciaries. He is motivated to provide clients with the expertise to make informed decisions and allows them to focus more time on core business responsibilities.
Prior to joining the firm, Dan served as an investment and ERISA consultant at SagePoint Financial as well as a senior account manager at Bloomberg, LP and an equity trader at Susquehanna International Group. He has worked in the industry since 1999. When he is not in the office or with a client, Dan enjoys playing golf, watching sports, listening to music, and spending time with his family.
1 month ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
10 months ago
CAPTRUST was named the largest registered investment advisor (RIA) by...
12 months ago
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
1 year ago
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...