Dan is a Senior Director of Investment Services for Public Trust where he is focused on offering investment advisory solutions including separately managed accounts, local government investment pools, administrative and client management services, and product development to public entities and clients in the Southeast Region of the U.S. Prior to joining Public Trust, he most recently served as a Senior Vice President for PMA Asset Management where he focused on creating and providing investment advisory solutions to public entities.
Dan also previously worked for ClearArc Capital as a Regional Director of Business Development and RBC Global Asset Management as a Vice President on the Public Fund Services team. He is an active member of both the North Carolina and South Carolina Government Finance Officers Associations. Dan received a Bachelor of Science in Business Administration with a focus on Management from Xavier University.