Dan works in the Raleigh office and is responsible for developing investment strategy and managing client portfolios. Prior to joining Trust Company of the South in 2008, Dan was a vice president at Smith Breeden Associates in Chapel Hill. His focus was on performance measurement and, earlier, performed analyses for the firm’s Financial Institutions Consulting Group. His career began as a financial analyst in the Business Process Outsourcing (BPO) unit of PriceWaterhouseCoopers, LLP. Dan, a finance major with a secondary concentration in accounting, graduated magna cum laude from Saint Bonaventure University in 2001. He earned his CFA charter in 2007.
Dan and his wife, Kim, both grew up in central New York. They live in Durham with their two sons and Jack Russell terrier, Milo. Dan enjoys college basketball and, specifically, watching his alma mater and the Duke Blue Devils.