“I love Truepoint’s core values and that they are embraced by everyone in the firm. The team approach of serving our clients, and the relentless effort put forth by all to deliver a great client experience, is evident across the firm.”
As a member of the investment operations team, Dan focuses on the portfolio accounting and CRM systems that support Truepoint’s investment and wealth advisor teams. Dan assists with quarterly reporting and billing efforts and works closely with Truepoint’s innovation team on enhancing and automating processes. Dan is currently working to attain his CERTIFIED FINANCIAL PLANNER™ designation.
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 staying involved at their parish. Dan is very passionate about sports. He currently serves as the Treasurer for the Guardian Angels Athletic Boosters and leads the Lil’ Angels Athletics program for kindergartners. Dan also enjoys listening to music and attending concerts.
Specialties: billing, data flow and reconciliation, performance reporting, portfolio accounting, process automation