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.
Getting to Know Dan
Favorite food: My wife’s family is from Italy and she comes from a line of great cooks, so anything she makes is my favorite.
Favorite quote: “Markets can stay irrational longer than you can stay solvent.”
Best piece of financial advice: It’s not about timing the market, it’s about time in the market.
Favorite holiday: Does the Masters count? To see Christmas through the eyes of my kids is special and I love our family traditions.
Favorite movie: The Shawshank Redemption
If Dan could meet anyone, past or present, it would be: The King, Arnold Palmer – to discuss life, golf, and his eternal optimism.
Something on Dan’s bucket list: To play golf on The Old Course at St Andrews.
Favorite authors: Michael Lewis, Ernest Hemingway, and great autobiographies.
Most impactful book read: The Bible. Winning the Loser’s Game and Harvey Penick’s Little Red Book.
What motivates Dan: Being a dad my boys can look up to and being a great partner to my wife.
Favorite place: Hilton Head Island, SC
Most proud of: My two sons and my wife, who is my best friend.