Dan joined Pinnacle in 2015 as a trader for the Investment Team. He graduated from James Madison University, earning a BBA with a major in Finance. After graduating, he worked in equity fund accounting at T. Rowe Price and Bank of New York Mellon. Dan has passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience. He currently lives in Ellicott City and enjoys playing golf in his spare time.