Director of Education and Training
Dan Kullman is Toews’ Director of Education and Training. He is passionate about helping advisors and their investors overcome common and corrosive biases. Dan has been instrumental in translating behavioral investing theory into practical tools and processes for the advisory community. He helps develop and oversee the Toews’ Behavioral Investing Institute Workshop and Coaching program and facilitates communications between the investment management team at Toews and its partners and producing advisors. Dan started his career as a stockbroker for Lehman Brothers and went on to become a founding member of an Equity and Fixed Income Money Manager before becoming a TAMP advisor consultant. 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.