Dan joined Homrich Berg in 2014 and currently serves as a director in our investment department. Dan is responsible for private alternatives and commodities due diligence, manager selection, and monitoring.
Prior to business school, 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 proprietary fund-of-funds vehicles and advisory clients.
Dan earned a master’s in business administration from Emory University and bachelor’s degrees in economics and Spanish from Bucknell University. He is also a CFA® charterholder. In his spare time, he enjoys playing soccer and golf, sporting events, exercising, running, cooking, dining, and traveling.