CoverProfile

Dan Binn

Managing Partner

Private Portfolios Inc

United States, California, San Mateo

About Me

Dan has spent his entire career as a Financial Advisor. After graduating from UCLA in 1996, Dan started his career with Wells Fargo Securities in Beverly Hills and later Sanwa Bank in Beverly Hills. Dan joined his father at Private Portfolios Inc. in 2000 and they have been in partnership ever since. Dan has served on the Securities America National Advisory Council and is a member of the Financial Services Institute. Dan believes in a “work hard, play hard” philosophy. He enjoys working out, skiing, hiking, and playing just about every other sport with his two boys. Dan lives in Los Altos with his wife Megan and his sons, Tyler and Brandon.

Profile Information

Managing Partner

Private Portfolios Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Mateo

California

United States

Aug 19, 2024

More profiles to browse

Profile Photo
Mark Flowers
Financial Advisor
Profile Photo
Robert Binn
Founder, President, Managing Partner, Chief Executive Officer

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office