My Story
Dan has spent the past two decades working across both the buy side and sell side of Wall Street — building and managing investment platforms, leading trading desks, and helping structure funds from the ground up.
He served as Head of Investments for Decennial Group’s first Qualified Opportunity Zone (QOZ) fund and was CIO for Fundamental Advisors’ $350 million municipal bond fund. Earlier in Dan's career, he led the municipal debt capital markets team at Jefferies and ran a public finance trading desk at Citi for nearly a decade.
Today, Dan gets to bring that experience to founders, developers, and investors — helping solve hard problems and move good ideas forward.
Education
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BA with Honors, Wesleyan University
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​MBA in Financial Engineering, MIT
Certifications
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FINRA Licenses: Series 3, 7, 52, 53, 57, 63, 79, 99, SIE
Personal
Dan lives in Bucks County, PA with his wife. They enjoy an “empty nest” for half the year, with four children—two currently in college and two starting their post-college journeys.
Pets
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Dog: Buddy (Ancient Maltese — sweet, hanging on by a thread)
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Dog: Stella (Chihuahua/Dachshund mix — possibly part hyena, breed unknown)
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Cat: Sox (Tabby — a sweet but deadly mouse assassin)
Contact
I'm always open to new conversations. Let’s explore how we can work together.