Managing Director - Research, Due Diligence & Product Development
Secure Capital Management
Nov 2019 - Nov 2020
AeroLeads people directory · profile
Daniel (Dan) Goelz Email & Phone Number
The Prime Group
1 work email found
@trilogycapitaladvisors.com
1 phone found area 310
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Role
The Prime Group
Location
Chicago, Illinois, United States
Who is Daniel (Dan) Goelz? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel (Dan) Goelz is listed as The Prime Group based in Chicago, Illinois, United States. AeroLeads shows a work email signal at trilogycapitaladvisors.com, phone signal with area code 310, and a matched LinkedIn profile for Daniel (Dan) Goelz.
Daniel (Dan) Goelz previously worked as Managing Director - Research, Due Diligence & Product Development at Secure Capital Management and Founder, Chief Investment Officer at Triantan Ventures, Llc. Daniel (Dan) Goelz holds Bachelor Of Science (Bs), Finance, General from University Of Illinois At Urbana-Champaign - College Of Business.
Company email context
Email format at trilogycapitaladvisors.com
This section adds company-level context without repeating Daniel (Dan) Goelz's masked contact details.
{first_initial}{last}@trilogycapitaladvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel (Dan) Goelz. Compare company email patterns before reaching out.
Profile bio
About Daniel (Dan) Goelz
Trusted Commercial Real Estate Executive. Successful career as fiduciary on behalf of institutional and retail investors/developers/owners. Highly-skilled and experienced in the following areas: Platform and Property Strategy Development, Capital Markets, Investor Relations, Portfolio and Asset Management, Real Estate Private Equity & Debt Placement. Graduate of University of Illinois at Urbana-Champaign - College of Business.
Listed skills include Due Diligence, Financial Analysis, Mergers, Asset Managment, and 39 others.
7 roles
Daniel (Dan) Goelz work experience
A career timeline built from the work history available for this profile.
Founder, Chief Investment Officer
Co-Founder of commercial real estate investment and services company, initially formed to offer a $150 million, income-oriented commingled fund focused on the affordable/workforce housing segmentand deploy institutional and private capital, deploying capital through structured finance investments wherein investors received a preferential return of capital
Jul 2017 - Nov 2018
Senior Vice President, Capital Markets
Springbank Capital Advisors
Responsible for sourcing, arranging, and closing debt and equity capital for Springbank Capital Advisors and third parties. Springbank Capital Advisors is a commercial real estate developer/owner focused on transit-oriented development in the Chicago metropolitan market. www.springbankreg.com
Jan 2015 - Jun 2017
Managing Partner
Trilogy Capital Advisors
Founder and Owner of Trilogy Capital Advisors, LLC, a registered investment management firm and capital market advisor focused on the NNN-leased segment. Raised over $100M of debt and equity capital , deployed into a geographically diverse portfolio of investment-grade/credit-backed properties, takin advantage of arbitrage opportunities following the 2007-2009 recession.
Jul 2010 - Dec 2014
Managing Director
Capri Capital Partners
Managing Director responsible for the creation, investment and management of commingled investment strategies on behalf of major U.S. institutional pension fund and institutional investors with a focus on structured and mezzanine finance investment involving over $5B of property value and $1B of client assets under management. Member of the Company's Investment Committee.
Jan 1999 - Jun 2010
Senior Vice President
Institutional Property Consultants
Responsible for manager selection on behalf of major US institutional investors. Led major private-to-public roll-up on behalf of a premier US commercial real estate owner/developer. Formed and managed industry's first "fund-of-funds" investment platform in partnership with Bessemer Trust
Jan 1998 - Dec 1998
Vice President
Analyst, then promoted to Senior Analyst, Portfolio Manager, and Vice President over 10-year tenure. Responsible for approximately $3B separate account portfolios and $5B of commingled funds on behalf of major U.S. pension funds and institutional investors. Managed firm's 50-person analyst program. LaSalle Club member.
Jun 1988 - Jun 1998
3 education records
Daniel (Dan) Goelz education
Bachelor Of Science (Bs), Finance, General
University Of Illinois Correspondent Program, International Finance
High School
Marist Hs
FAQ
Frequently asked questions about Daniel (Dan) Goelz
Quick answers generated from the profile data available on this page.
What is Daniel (Dan) Goelz's role at their current company?
Daniel (Dan) Goelz is listed as The Prime Group.
What is Daniel (Dan) Goelz's email address?
AeroLeads has found 1 work email signal at @trilogycapitaladvisors.com for Daniel (Dan) Goelz.
What is Daniel (Dan) Goelz's phone number?
AeroLeads has found 1 phone signal(s) with area code 310 for Daniel (Dan) Goelz.
Where is Daniel (Dan) Goelz based?
Daniel (Dan) Goelz is based in Chicago, Illinois, United States.
What companies has Daniel (Dan) Goelz worked for?
Daniel (Dan) Goelz has worked for Secure Capital Management, Triantan Ventures, Llc, Springbank Capital Advisors, Trilogy Capital Advisors, and Capri Capital Partners.
How can I contact Daniel (Dan) Goelz?
You can use AeroLeads to view verified contact signals for Daniel (Dan) Goelz, including work email, phone, and LinkedIn data when available.
What schools did Daniel (Dan) Goelz attend?
Daniel (Dan) Goelz holds Bachelor Of Science (Bs), Finance, General from University Of Illinois At Urbana-Champaign - College Of Business.
What skills is Daniel (Dan) Goelz known for?
Daniel (Dan) Goelz is listed with skills including Due Diligence, Financial Analysis, Mergers, Asset Managment, Financial Modeling, Real Estate Economics, Valuation, and Capital Markets.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Daniel (Dan) Goelz you were looking for.
View similar profiles
