Dan joined HB Wealth in January 2025 after working with WMS Partners since April 2021 and serves as a Director, Portfolio Management. In his role, Dan manages investment portfolios in accordance with clients’ personal and financial goals and conducts investment research in various asset classes.
Before joining HB, Dan served as a Fixed Income Analyst at Pinnacle Advisory Group, where he conducted research and generated investment ideas on behalf of client portfolios.
He earned his Bachelor of Business Administration degree with a major in Finance from James Madison University and is a CFA charterholder.
In his spare time, Dan enjoys spending time with family and friends, skiing, golfing, and traveling.