Dan joined Portfolio Advisors in 2017 as Chief Financial Officer for the firm’s funds management business. Previously, he was the Head of Fund Operations – Alternatives, Americas for Aberdeen Asset Management Inc., where he was responsible for the accounting and operations of U.S. private markets funds and hedge funds. Prior to that, Dan was Chief Financial Officer of FLAG Capital Management, LLC, where he led a ten-person finance department. Prior to joining FLAG, Dan held various positions during his tenure at J.H. Whitney Investment Management, including Chief Financial Officer and Vice President/Controller. Dan started his career as an accountant at Ernst & Young, where he specialized in financial services. He is a member of the AICPA and Private Equity CFO Association (PECFOA).
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