Dan began his career in financial services in 1993, after practicing law in trust and estate planning. Prior to joining Central Trust, Dan worked as a portfolio reviewer in the securities research department at A.G. Edwards and as a senior portfolio manager for First Bank Wealth Management Group.
As a senior portfolio manager, Dan’s primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios to meet the client’s individual goals.
Education & Certifications
- Juris Doctor, St. Louis University – School of Law
- Master of Business Administration, St. Louis University – School of Business
- Bachelor of Arts in Political Science, St. Louis University (Minor in Business Administration)
Interests & Activities
Dan serves as a volunteer for various local charitable organizations, and is a member of the Missouri Bar Association.
When Dan is not managing portfolios, he enjoys traveling, playing sports and spending time with his family and friends.
