Bio

Dan joined Financial Partners in 2014 and has 17 years of experience in financial services. Prior to joining Financial Partners, Dan was vice president of investments at Security Benefit Corporation, a Guggenheim Partners affiliate, where he focused on leading private investments. Before that, he was a principal at Berkley Capital, a subsidiary of W.R. Berkley, where he focused on financial services and financial technology private equity and mezzanine debt investments for over ten years. Dan began his investing career at J.H. Whitney, prior to which he was an investment banker initially at Lazard, focusing on financial institutions, and subsequently at Banc of America Securities, focusing on insurance. Dan received a BA from Bowdoin College where he majored in mathematics and graduated summa cum laude.