With an educational background in Economics from Loughborough University, Dan embarked on his journey with MASECO during an industrial placement in 2016. Here, he became captivated by the firm's investment philosophy, particularly their emphasis on factor-based investing, along with their wealth planning focused approach to dealing with the complexities of cross-border wealth management.
Dan then returned to MASECO after graduating in 2018 and has since worked his way up through the ranks and is now a valued member of our Wealth Management team.
In Dan’s day-to-day activities, he specialises in catering to the unique wealth management needs of U.S. connected, private client, families by focusing on delivering integrated investment management and wealth planning solutions specifically tailored to the individual clients needs and situation.
In his spare time...
Dan is an avid sports enthusiast, deeply involved in various activities. Throughout the week, you'll often find Dan in the gym or running to stay active and energised. On the weekends, he proudly represents his Saturday football team before switching gears to golf once the season is over.
Education and Credentials:
- Level 4 Diploma in Investment Advice (Securities), CISI
- Level 4 Diploma in Investment Advice (Financial Planning & Advice), CISI
- Level 4 Certificate in Paraplanning, CISI
- BSc (Hons) Economics, Loughborough University