Trinity Investors Team

Dan is the founding partner of Trinity Investors (formerly Trinity Private Equity Group). He leads Trinity’s investment committee and leadership team and serves as lead partner on several firm investments. Prior to founding Trinity, Dan served as Executive Vice President at Tara Capital Partners, LP, a hedge fund focused on public securities investing and trading. Earlier in his career, he spent nine years investing in private equity at Sowell & Co. in Dallas, Texas. Dan began his career as a corporate banker at InterFirst Bank of Dallas (now Bank of America) and later worked at ABQ Capital Markets, where he managed a portfolio of high-yield bonds. Dan is a CFA charterholder and was elected to the CFA Institute Board of Governors in 2006, serving two consecutive terms over seven years. During his tenure, he was elected Chairman of the CFA Institute and chaired several key committees, including Nominations, Compensation, External Relations and Volunteer Involvement, and the Presidents Council. He currently serves on the boards of several Trinity portfolio companies. In 2025, Dan was recognized as one of Dallas’ top leaders in D CEO’s prestigious Dallas 500. A cum laude graduate of Southern Methodist University, Dan earned his CFA charter in 1991 and is also a Certified Public Accountant (CPA). He resides in Southlake with his wife and has two adult children, Hannah and Zach.