Dan is the founder and principal consultant of the Asia Pacific Group. For over 37 years, he has been dedicated to providing best-in-class client service and acting in the best interest of his clients. Detailed and analytical, Dan is passionate and devoted to helping institutional and individual clients pursue their investment objectives.
Since moving to Guam in 1991 to provide investment consulting services, Asia Pacific Group has expanded its services throughout the region and has grown to manage more than $1 billion in client assets.
Dan earned a bachelor’s degree in finance from the University of Maryland and a master’s degree in finance and investments from George Washington University. He holds the Accredited Investment Fiduciary® designation and earned the Certified Investment Management Analyst® designation from a course of study at The Wharton School. He also serves as a Certified Financial Educator for the Asia Pacific Association for Fiduciary Studies.
He is a charter member of the Investment Management Consultants Association and was elected as an Inaugural Member to the Who’s Who of Investment Management Consulting. He is the author of Investment Principals & Strategies, which served as the course book for an investments course sponsored by the Graduate School USDA Pacific Islands Training Initiative.
He also serves as the executive director for the Asia Pacific Association for Fiduciary Studies, a Guam-based 501(c)3 association dedicated to raising the bar for fiduciary standards of practice in the region.
Dan is married to Ashley and they have two children, Genevieve and Justin.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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