Dan joined Milestone in 2008 and has run the firm’s Business Development platform since 2009. He also manages the business development effort for PeakEquity Partners. Previously, he worked in investment banking at Susquehanna International Group and Friedman Billings Ramsey (now B. Riley FBR), where he executed numerous middle market sell-side M&A transactions and public equity offerings in a wide range of industries, including technology-enabled services, financial technology and industrial manufacturing and services. Dan currently serves on the board of the Philadelphia Chapter of the Association for Corporate Growth.
Dan earned a B.S. in Finance from Georgetown University.
A Philadelphia native, Dan is a loyal fan of all major Philadelphia sports teams, including the Union. He enjoys running, hiking, live music and traveling. More than anything else, he appreciates his time with his wife and three children and their merciful tolerance of his Michael Jackson and Elvis impersonations.
Dan is also a board member of The 1789 Fund, a nonprofit organization focused on improving maternal health and infant morality around the world.