Director of Education and Training
Dan is the Director of Education and Training at the Behavioral Investing Institute. He is passionate about helping advisors and their investors overcome common and corrosive biases. He has been instrumental in translating behavioral investing theory into practical tools and processes for the advisory community. He helps develop and oversee the BII Coaching Program and Toews Managing Investor Behavior™ Seminars. He also facilitates communications between the investment management team at Toews and its partners and producing advisors. Dan started his career as a stock-broker for Lehman Brothers, before becoming a founding member of an equity and fixed income money manager and more recently acted as an advisor consultant with Orion Portfolio Solutions (formerly FTJ FundChoice). He received a BBA in Finance from the University of Houston in 1992 and holds a Series 7 and 65 licenses. He lives in Houston, TX with his wife and daughter.