Dan has spent 13 years across multiple facets of the financial services industry. His current duties include leading transaction execution and strategic assignments while managing junior staff. Dan has advised companies, both large and small, with a cumulative valuation of approximately $2 billion.
Dan’s prior experience includes sell-side equity research and credit research, primarily covering global and boutique investment banks, and asset managers. His prior background in the financial and wealth planning industry has proven a well-rounded foundation for working with clients.
Prior to joining Park Sutton Advisors, Dan was an Equity Research Associate Analyst and Team Leader in Bloomberg LP’s Intelligence research group, where he oversaw the Financials Sector Associate Analyst team. Dan led equity coverage of such companies as: Lazard, Evercore, and Moelis and was Auxiliary Analyst on firms including Bank of America, Citigroup, Goldman Sachs, JPMorgan, Morgan Stanley, Invesco, and BlackRock. Research he contributed was consistently within the top two most read among all Analyst/Associate Analyst teams within Bloomberg’s 250 analyst research arm.
Previously, Dan held equity and credit research roles at both MKM Partners and DBRS, Inc. handling a similar coverage universe, in addition to middle-market firms and regional banks. He started his career at AXA Financial, eventually becoming a Vice President & Securities Principal, responsible for recruiting and overseeing a team of advisors.
Dan received his Bachelor of Science in Finance with a minor in Statistics from the University of Maryland at College Park. He is a member of the CFA Institute and holds the Chartered Financial Analyst designation. He also holds Series 7, 24, and 63 registrations. He is an active supporter of the National Multiple Sclerosis Society, annually raising donations to further its cause.