Managing Director, Chief Financial Officer
Dan is responsible for the firm’s financial operations and participates in investment and operational due diligence.
Prior to joining the firm, Dan spent over fourteen years at Protégé Partners, a specialized investment manager focused on hedge funds. At Protégé, Dan was a Partner and the Head of Operational Due Diligence and Chief Operating Officer. He also formerly served as the firm’s Chief Financial Officer. Previously, Dan was a Senior Vice President and Treasurer in Lazard Asset Management’s alternative investment business where he oversaw the accounting and administration of both Lazard’s internal hedge funds and its multi-manager hedge fund business. Before joining Lazard, Dan was at PricewaterhouseCoopers, LLP, where he focused on audit and consulting engagements for hedge funds and other investment vehicles. Dan has served as Chairman of the Board of the Hedge Fund Business Operations Association and has been a frequent speaker at hedge fund events such as GAIM Cayman, Hedge Fund Business Operations Association, Financial Research Associates, and the Regulatory Compliance Association.
Dan received a B.S. in Accounting from Ithaca College and is a Certified Fraud Examiner, Certified Public Accountant, and a CFA charter holder.