Dan is a Partner and Private Client Advisor with Ironview. Since joining the firm in 2024, he has been deeply involved in all aspects of the firm’s investment management approach. In addition to advising private clients, Dan is responsible for managing client portfolios alongside Benjamin Roberts, the firm’s Chief Investment Officer.
Experience
For more than 15 years, Dan has been serving clients and their families by advising on portfolio construction, asset allocation, and sophisticated financial and tax planning. Prior to joining the Ironview team, Dan served as a Partner & Chief Investment Officer for a regional RIA firm.
Education
- Bachelor of Business Administration in Finance (B.A.), College of Charleston
Industry Credentials
- Chartered Financial Analyst® (CFA®)
Personal Life
Outside the office, Dan enjoys pick-up basketball, staying active, and spending time with his family. He resides in Charleston, South Carolina.