Dan is a member of Ethos’ management committee and is responsible for the implementation and management of the Ethos Adviser Platform for it’s adviser clients. Dan leverages his prior COO role to deliver the highest value to adviser partners, mostly by way of enhancing the operational service offering to the end clients. Dan has 10 years of industry experience, where he served as an analyst for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. Thereafter, Dan went on to partner and build a billion-dollar RIA before launching Ethos. University of Delaware undergrad.
Dan lives in Philadelphia with his wife, Amanda. When not hard at work, Dan can be found hiking, travelling or golfing.