Financial Advisors

Dan Simon is an institutional advisor based in Chicago, IL.

CAPTRUST welcomed Dan to our team in 2021. As a principal, he is responsible for providing investment advisory services to clients focusing on endowments, foundations, healthcare institutions, family offices, and corporate retirement plans.

Dan joined us from Ellwood Associates—a comprehensive financial services firm- where he served as managing director of investment research and senior consultant. He was a member of the firm’s management committee and oversaw the firm’s best thinking on asset allocation, capital markets, outsourced chief investment officer consulting, and quantitative research.

Prior to joining Ellwood, Dan worked as a senior investment analyst for Ennis Knupp & Associates. He received a Master of Business Administration degree from Northwestern University and a Bachelor of Arts degree in political science from the University of Michigan.