Dan joined West Financial Services in 2023 as a portfolio manager, responsible for customized investment portfolio construction and management for clients. He has over 25 years of experience in financial services primarily in providing fiduciary investment advice and management services for individual investors, as well as corporate 401(k) and pension plans.
Dan earned a BS in Economics with a concentration in Finance from Babson College and an MBA degree from Columbia University. He is a CFA Charterholder, as well as a CERTIFIED FINANCIAL PLANNER™ professional.
Residing in Northern Virginia with his wife and children, in his spare time Dan coaches area youth ice hockey teams and is involved with parent leadership for a local Scout troop.
Professional Affiliations and Memberships
Currently a member of the CFA Institute and Washington Association of Money Managers (WAMM). In prior years, a member of the Editorial Review Board for the Journal of Financial Planning.