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Episode Info:

Dan is the Co-Founder and a portfolio manager of Triple Summit Advisors, LLC. Dan brings institutional asset management, wealth management, and client service experience to the team. Prior to Triple Summit, Dan worked in business development and operations at Zipline, a venture-backed robotics startup. Previously, Dan worked as an investment associate at Prudential Capital Group, where he conducted credit analysis and portfolio

management for a multi-billion-dollar portfolio of investment grade, high-yield, and mezzanine debt. Dan also served as a field artillery officer in the

U.S. Army, with overseas service in Iraq and Korea. Dan graduated cum laude from Harvard University with a Bachelor of Arts in Economics and

holds a Master of Business Administration from the University of California, Berkeley. Dan lives in the Seattle Area with his wife, daughter, and their

lively Yorkie, Casey.

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