Dan joined Passive Capital Management, LLC in 2021. He began his finance career as an institutional trader for Legg Mason and Stifel Nicolas. He went on to work in the wealth management department for Wells Fargo, PNC Bank, and T. Rowe Price, as a private banker, relationship manager, and investment advisor. Dan’s well-rounded financial background and experience will allow him to service both individual and institutional clients. Dan received the CRPC ® (Chartered Retirement Planning Counselor) designation in 2017 and graduated with a Bachelor of Arts in Sociology from Western Maryland College (now McDaniel College) in 1999. While at Western Maryland he was the captain of the Men’s Soccer Team.
Dan currently resides in Westminster, MD with his wife and three kids.