A dynamic individual, Daniel is a financial industry thought-leader who can help advisors build their practices to help increase the positive impact on their clients, community and family.Daniel earned his MBA from Northwestern University’s Kellogg Graduate School of Management and his undergraduate degree from Dartmouth College. He began his career working in corporate finance for Sam Zell’s The Equity Group. He then transitioned into a successful investment banking career for leading firms, such as Donaldson, Lufkin & Jenrette and Robertson Stephens. He co-founded Sheridan Road in 2005, and acted as CEO and Managing Partner until he sold a majority of the business to HUB International at the end of 2018. He has also acted as an adjunct lecturer for over 50 programs in conjunction with The Plan Sponsor University at the University of Chicago, University of Denver, and Vanderbilt University. An entrepreneur and philanthropist, Daniel understands the value of giving back to his community. He is an active member and supporter of a variety of volunteer, philanthropic and arts-related organizations that he regards both personally and professionally.• Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Sheridan Road Financial are separate entities from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.