Senior Portfolio Manager
Dan began his career in financial services in 1993, after practicing law in trust and estate planning. Prior to joining Central Trust, Dan worked as a portfolio reviewer in the securities research department at A.G. Edwards and as a senior portfolio manager for First Bank Wealth Management Group.
As a senior portfolio manager, Dan’s primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios to meet the client’s individual goals.
Dan serves as a volunteer for various local charitable organizations, and is a member of the Missouri Bar Association. When Dan is not managing portfolios, he enjoys traveling, playing sports and spending time with his family and friends.