Dan is Wellspring Wealth Management, LLC (Wellspring) Chief Investment Officer and Vice-chairman of the Investment Policy Committee, where he leverages over 17 years of investment management experience.
As Wellspring’s CIO, Dan provides sophisticated strategies for issues that impact the lives of clients, focusing on capital market research, portfolio design, and investment solutions.
Serving as Vice-chairman of the Investment Policy Committee, Dan advises Wellspring’s clients and team on the topics of investment, economic, and portfolio management considerations.
Dan works extensively with wealthy families, institutions, and institutional investors to create customized portfolio solutions for their investment needs.
Prior to joining Wellspring, Dan was a Director at Vanguard. He is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Temple University.
Dan and his wife have two sons and outside of work he enjoys volunteering for various charities, serving at his church and his kids’ school, playing golf, and fishing.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wellspring Wealth Management, a registered investment advisor. Wellspring Wealth Management and Planmark Capital Management are separate entities from LPL Financial.