Dan co-manages ACG. As a Senior Managing Director, he helps to set the strategic direction of the firm. Dan oversees our high net worth consulting practice, and as such, he is involved with new business development activities and ongoing client relationship management. He joined ACG in 1992 and has over 40 years of investment industry experience. Dan received a degree in Communications from the University of Tulsa. He is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.