Dan is the Co-Founder and a portfolio manager of Triple Summit Advisors, LLC. Prior to Triple Summit Advisors, Dan worked in business development and operations at Zipline, a venture-backed robotics startup. Previously, Dan worked as an investment associate at Prudential Capital Group and served as a field artillery officer in the U.S. Army. Dan graduated cum laude from Harvard University with a Bachelor of Arts in Economics and holds a Master of Business Administration from the University of California, Berkeley. Dan enjoys advising students on the fundamental techniques and habits that will enable them to master their personal finances and build a healthy relationship with money.
Unique perspectives: undergraduates, graduates, students with military service
COACHING APPOINTMENTS: REMOTE ONLY (VIDEO CONFERENCE OR PHONE)