Dan brings more than five years of investment experience to his role at CAI. He previously worked at Merrill Private Wealth as a Private Wealth Relationship Manager with the Jones Zafari Group, the largest private wealth team. At Merrill, Dan served ultra-high-net-worth families, foundations, and endowments, while also contributing as a member of the team’s internal investment committee.
Prior to his role as a Private Wealth Relationship Manager, Dan served as a Financial Advisor in Merrill Lynch's wealth management division, where he obtained his Series 7 and 66 licenses and earned the Chartered Retirement Planning Counselor designation.
Dan holds a B.A. from the University of Colorado.
