Dan has been active in the financial services industry for over seventeen years. He is a Chartered Financial Analyst (CFA), a Chartered Market Technician (CMT) and a Certified Financial Planner™ (CFP®) practitioner. Dan specializes in addressing the unique needs of corporate executives. This includes demystifying complex compensation packages, maximizing executive benefit platforms, and integrating equity grants into a financial plan. In addition, Dan addresses the challenges associated with holding a concentrated position in company stock. Dan is an active member of the investment committee at Blue Chip Partners, Inc.
Dan graduated with a B.A. from the University of Michigan, where he was a four-year member of the varsity wrestling team. Dan is the former president of the CFA Society of Detroit, a member of the CFA Institute, and has served as an instructor for the Stalla CFA Exam review program.
Dan enjoys golfing, bowling, bird hunting, and working out. He has completed five full marathons.
What is one of your indulgences / splurges?
- Rice Krispie Treats. I can easily polish off an entire batch over the course of one day. My family knows this, and often gives me some variation (traditional, chocolate, peanut butter…etc.) as holiday/birthday gifts.
What TV game show would you want to go on?
- The Price is Right. In fact, my wife and I attended a live show in LA while she was pregnant with our son. Unfortunately, we didn’t get to “Come on down….”, but we were seated in the front row! Drew Carey did an excellent job….but Bob Barker will always be my favorite host.
What is the biggest lesson you learned from a client?
- Many of our clients are successful executives who are burning the candle on both ends. Ironically, our busiest clients always seem to be the individuals who respond the fastest to our requests – something I respect tremendously. In a world where life couldn’t be busier, these clients find ways to 1) communicate promptly and 2) get things done. I’ve made it a point to model our client service around these core concepts.