Dan Sondhelm Email & Phone Number

I’m Dan Sondhelm, the founder and CEO of Sondhelm Partners, where we help boutique asset managers, wealth managers, and other financial companies overcome growth challenges. Many firms today face the difficult task of increasing AUM, differentiating themselves in a crowded market, and connecting with the right investors. I established Sondhelm Partners to provide targeted, integrated solutions that address these challenges and deliver measurable, lasting results.Since 1995, I’ve been building brands and raising capital. I use strategic marketing and public relations to help clients establish credibility, boost visibility, and attract high-quality leads. Through news media, thought leadership, and digital engagement, I focus on helping clients effectively connect with their audiences.Over the years, my sales strategies have leveraged strong relationships with investors and a network of third-party marketers to expand client reach and unlock new growth opportunities. Through strategic partnerships, I help clients build collaborative relationships that achieve more than they could alone.In 2009, MFWire recognized me as one of the Most Influential People in Fund Distribution. Under my leadership, Sondhelm Partners was recently shortlisted for With Intelligence Fund Marketer of the Year (2024) and has earned industry accolades from Hedgeweek, ETF Express, Private Equity Wire, and the Web Marketing Association.Early in my career, I was a senior partner at SunStar Strategic, where I led client strategy, business development, and campaign execution. During my time there, we earned a place on the Inc. 5000 list for five consecutive years.I hold a BSBA and an MBA from American University in Washington, DC. I live in Alexandria, VA, with my wife, Jenna, our twin children, Madeleine and Gabriel, and our cats, Rueben, Mozart, and Rupert.

Listed skills include Mutual Funds, Investments, Investment Advisory, Asset Management, and 48 others.