Dan joined Pinnacle in 2015 as a trader for the Investment Team and was promoted to Junior Analyst in 2018. 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 is a CFA® charterholder. He currently lives in Ellicott City and enjoys playing golf in his spare time.