Legacy Holdings Team

Legacy Holdings Team Summary

Legacy Holdings’ team includes 2 investment professionals. The average tenure for the Firm’s senior team is 1 year.

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Team Summary

  • Investment 2

Legacy Holdings

Legacy Holdings

100 Biscayne Blvd,
Miami, Florida 33132
United States
(954) 350-0077
www.legacyholdings.us

All (2) Senior (2) Midlevel (-) Junior (-)
Name Title Email Phone Office
Dan Schmerin Co-founded & Partner CONFIDENTIAL Miami

Dan co-founded and is a partner at Legacy Holdings. He is a seasoned executive, investor, and operator with a proven track record of building, scaling, and acquiring businesses across multiple industries. Dan co-founded Metaversal, a first-of-its-kind merchant bank for the digital culture economy. He also co-founded and served as CEO of Andover National Corporation, a holding company that strategically acquired profitable small businesses across the United States. Under his leadership, Andover acquired seven companies across the Southeast, specializing in commercial landscaping and pest control services. Earlier in his career, Dan was the Director of Investment Research at Fairholme Capital Management, a multi-billion-dollar, value-oriented investment firm. Before that, he held senior roles within the U.S. government, including positions at the White House, State Department, and United States Treasury, where he advised Cabinet officials and executive branch leaders on economic policy and national security affairs. As Chief Operating Officer of the Public-Private Investment Program, he helped manage a $30 billion initiative in response to the 2007–2008 financial crisis. Additionally, he served as Policy Advisor and Deputy Executive Secretary under Secretary Hank Paulson and worked on the Homeland Security Council and in the Bureau of Economic and Business Affairs at the State Department. Dan holds a BA from the University of Pennsylvania, an MSc from the London School of Economics, and an MA from Georgetown University. He lives with his wife and children in Florida.

Function: Investment

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