Bio

Dan Seivert is the CEO and founder of ECHELON Partners – one of the leading investment banks and consulting firms to the wealth and investment management industries. Prior to starting ECHELON, Mr. Seivert was one of the initial principals of Lovell Minnick Partners, where he helped invest over $100MM in venture capital across 15 companies. Before his involvement in private equity, Mr. Seivert was a buy-side analyst at The Capital Group (American Funds) where he valued firms in the asset management and securities brokerage industries. Mr. Seivert’s initial job at Capital was in the capacity of strategic planning and marketing research, where he worked directly for several chairmen of the company as well as the fund boards. Mr. Seivert began his career in the M&A department of Skadden, Arps, Slate, Meagher & Flom. Over the past 20 years, Mr. Seivert has worked with over 300 executive teams and boards to help them envision, initiate, and execute a diversity of complex business strategies and transactions. As their trusted advisor, Mr. Seivert has helped these clients make the tough decisions with respect to acquisitions, sales/divestitures, investments, mergers, valuation, M&A strategy, new ventures, management buyouts, capital raising, equity sharing, and succession planning. In his various roles, Mr. Seivert has conducted detailed valuations on over 500 companies, evaluated more than 2,000 acquisition targets, and authored 25 reports dealing with the wealth and investment management industries. During this time Mr. Seivert has served on the Board of Directors of AssetMark Investment Services, BridgePortfolio, and Occidental College. Mr. Seivert is a frequent keynote speaker for corporate clients and at industry events. Mr. Seivert has been quoted extensively as a leading authority in the private wealth market by several top industry publications. Mr. Seivert is the President and founder of ECHELON’s FINRA-registered broker dealer (Echelon Capital, LLC). He has an Advanced Bachelor’s degree in Economics from Occidental College and a Master of Business Administration from UCLA’s Anderson School of Management. Mr. Seivert is a native of Los Angeles and currently resides in Manhattan Beach, California.