Dan O’Rourke is the Chief Investment Officer and Vice-Chairman of the Investment Policy Committee at Wellspring Wealth Management, LLC (Wellspring), bringing over 20 years of investment management expertise.
As CIO and Vice-Chairman of the Investment Policy Committee, Dan focuses on delivering customized strategies that help clients achieve their financial goals. By combining expertise in capital market research, portfolio design, financial planning, and investment solutions, he ensures that every client receives a tailored approach to managing their wealth. Dan works closely with affluent families, institutions, and institutional investors, providing strategic guidance on investment and economic matters while crafting personalized financial plans and portfolio solutions to address their unique needs and aspirations.
Dan holds the CERTIFIED FINANCIAL PLANNER™ designation, he is a graduate of Temple University, and is a member of the Hilton Head Area Council of Estate and Financial Advisors (CEFA).
Prior to joining Wellspring, Dan spent over 17 years at Vanguard, where he built a distinguished career as a financial leader. Starting in Vanguard’s call center, he honed his communication and problem-solving skills before being selected for the firm’s prestigious rotational leadership program. This experience provided Dan with a deep understanding of leadership, customer-centric strategies, and operational excellence. Over the years, he consulted with some of the nation’s top financial advisors, establishing himself as an expert in holistic wealth management and strategic communication. In his role as Director, Dan advised Vanguard’s largest institutional clients, offering innovative solutions to complex financial challenges. His extensive experience, strategic insight, and commitment to excellence have earned him recognition as a trusted advisor and thought leader in the financial industry.
Outside of work, Dan and his wife enjoy raising their two sons. He dedicates time to volunteering at charities, his church, and his children’s school, while also pursuing his passions for 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.