“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 also assists with Truepoint’s GIPS (Global Investment Performance Standards) compliance efforts and works on enhancing and automating operations 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 the family pool with extended family and friends. He and his family also enjoy dining at their favorite restaurants, cheering on the Cincinnati Reds and Bengals, and visiting local playgrounds to burn some of that energy that his two little girls often have. Dan is passionate about participating in sports, particularly baseball and football, and coaching youth athletics through his parish and through Little League Baseball. But it isn’t all about sports; Dan also enjoys listening to music and attending concerts.
Specialties: data flow and reconciliation, GIPS compliance, portfolio accounting, process automation