Dan is a Senior Investment Advisor and investment committee member for SageView. His primary focus is on providing institutional clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants. He also provides comprehensive wealth management services to individual clients. 

Prior to joining SageView, Dan was the founding partner of Quirk Wealth Advisors, a wealth management firm based in Del Mar, CA. Previous to that, Dan was a partner at San Francisco-based Seacliff Capital, a market-neutral hedge fund that specialized in the financial services sector. Dan began his career in 1999 with JP Morgan as an equity research analyst covering the banking industry.

Registration Pricing
Portland Chapter Members:  Free
Non-Member:  $20

Professional accreditation credits include: AIF (pending), ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA (pending), NIPA, and SHRM.

Upcoming Events 

July 29, 2020 WP&BC Portland Online Webinar: The Pig in the Python is Retiring by Liz Avitabile from J.P. Morgan Asset Management