Client Advisory

Biography

Dan is a Partner in the Louisville office. He is a voting member of the Cerity Partners’ Investment Committee and is a member of the Equity Leadership team that oversees all individual stock strategies for the firm. Dan’s day-to-day responsibilities include high net worth client relationship management, portfolio management, and general supervision of the Louisville Investment Team. He acts as portfolio manager for the BlackSwan options portfolio. Since November of 2018, our firm has been a sub-advisor and provided intellectual property to Amplify ETFs SWAN, ISWN & QSWN ETFs, Dan has worked as the firms point person in this relationship. In addition to his investment role, he works as a lead advisor for institutional accounts and high net worth clientele.

Prior to joining Cerity Partners, Dan was the Director of Investments with ARGI Financial Group. Before ARGI, he worked as a Financial Representative at Northwestern Mutual and as a Financial Associate for Cupkovic Architecture, his father’s family business.

Dan lives in Crestwood with his wife, Sarah, and his two kids, Dawson and Josie. In his free time, he likes to coach and play basketball as well as read on eclectic topics.

Education

  • B.S. in Finance from Ohio State University
  • Executive MBA from Quantic School of Business and Technology

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Volunteer with Junior Achievement of Kentucky, a branch of the national organization dedicated to inspiring and helping young people to succeed
  • Serves on the Parish Council, leads the Young Adult Group, and is Director of Athletics for the Assumption Greek Orthodox Church in Louisville
  • Volunteer basketball coach with the YMCA
  • Featured in various local and national publications including Forbes, Barron’s, Financial Advisor Magazine, and Louisville Business First, and is a frequent contributor to the TD Ameritrade Network

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.