Dan is a founding member of EPIQ Partners and has spent his professional career advising clients on investment strategy, selection and implementation. He joined the Boston office of investment banking firm, Donaldson, Lufkin & Jenrette in 1993 and has held the role of portfolio manager for TCF Financial Corporation. Prior to the founding of EPIQ, Dan served as a principal and investment officer at Tealwood Asset Management. He holds the Chartered Financial Analyst (CFA) designation and is a former member of the Board of Directors for the CFA Society of Minnesota. Dan is a graduate of Skidmore College with a BA in Music. He and his wife have three children and enjoys golf, skiing and the arts