Senior Vice President/Investments
Dan leverages his 30-plus years of investment industry experience to help his clients navigate the markets and pursue their unique goals. He joined Stifel in 2019, having previously worked at Morgan Stanley for nearly 12 years. Prior to Morgan Stanley, he worked at firms such as Dean Witter Reynolds and Quick & Reilly.
Dan earned a Bachelor of Science in Business Administration with a major in Marketing from Bowling Green State University and holds Series 7, 55, 63, and 65 securities licenses. Outside the office, he is active with the Knights of Columbus.