Dan joined Homrich Berg in 2014 and currently oversees sourcing, due diligence, and manager selection for various private alternative asset classes, including private equity (buyout, growth equity, and venture capital), private debt, natural resources, and other opportunistic strategies. His research and due diligence efforts are implemented into HB’s proprietary funds of funds and client portfolios directly.
Prior to HB, Dan earned his MBA in finance from Emory’s Goizueta Business School, where he served as a Fellow in Emory’s Center for Alternative Investments. Prior to Emory, Dan spent four years at Portfolio Advisors, a private equity, private real estate, and private credit investment firm. As a Senior Associate he performed due diligence on private equity fund managers for the firm’s funds of funds and advisory clients.
Dan earned his Bachelor’s degrees in Economics and Spanish from Bucknell University. He is also a member of the CFA Institute, Atlanta Society of Finance and Investment Professionals, and the Southern Capital Forum.
Dan lives in the LaVista Park neighborhood with his wife Jackie, daughter Ava, son Cooper, and rescue dog Rowdy.