Dan is Wellspring Wealth Management, LLC (Wellspring) Chief Investment Officer and Vice-chairman of the Investment Policy Committee, where he leverages over 17 years of investment management experience. As Wellspring’s CIO, Dan provides sophisticated strategies for issues that impact the lives of clients, focusing on capital market research, portfolio design, and investment solutions. Serving as Vice-chairman of the Investment Policy Committee, Dan advises Wellspring’s clients and team on the topics of investment, economic, and portfolio management considerations. Dan works extensively with wealthy families, institutions, and institutional investors to create customized portfolio solution