Dan works closely with clients to custom manage their portfolios and advise on wealth accumulation and preservation. His career spans more than 25 years in the financial industry, and he re-joined West Financial in 2018. His experience includes portfolio management at a regional bank wealth division and a long tenure at an institutional investment consultant, specializing in global equities and manager selection. Dan’s prior position at West Financial in the early 2000s was leading equity research at the firm. He received his MBA from Georgetown University, and a bachelor’s degree in Finance from the University of Wisconsin at Madison. He is a native Washingtonian and lives in Arlington,