“I love the diverse, inclusive, and team-oriented work environment that Truepoint works so hard to cultivate. I feel a sense of belonging that allows me to focus my time and energy on serving our clients, knowing that my contributions will be valued and recognized by my teammates.”
Dan’s Story
As a member of the investment operations team, Dan focuses on the systems and technology that support Truepoint’s investment, client growth, and wealth advisor teams. Dan assists with onboarding new clients, quarterly reporting and billing efforts, and works closely with Truepoint’s innovation team on enhancing and automating processes.
Dan enjoys spending free time with his wife, Victoria, and two daughters, Sofia and Maria, especially around their pool with extended family and friends. He and his family also enjoy dining at their favorite restaurants, cheering on the Cincinnati Bengals and Reds, and staying involved at their parish. Dan currently serves as the Treasurer for the Guardian Angels Athletic Boosters and leads the Lil’ Angels Athletics program for kindergartners.
Specialties: billing, data flow and reconciliation, performance reporting, portfolio accounting, process automation