Dan joined Lyrical 2016 and is responsible for covering the advisory channel throughout the Northeast United States.
Previously, he spent over ten years as a Managing Director of Sales for HRC Portfolio Solutions, developing and managing nationwide relationships in wirehouse and RIA distribution channels, and sourcing over $2.5 billion for asset managers across an array of investment strategies and structures. He also managed a team of internal and external wholesalers.
Prior to HRC, he served as Vice President of PCS Securities, a provider of independent research. He serviced a network of over 1,000 buy-side firms, providing research solutions catered to their investment philosophies.
Dan earned a B.S. in Marketing from Ferrum College.