Areas of focus
Dan founded RCA in 1988. As the Chief Investment Officer, Dan leads the investment research and trading team at RCA. He specializes in building and monitoring RCA’s investment models, striving to help clients to maintain a risk/reward portfolio that delivers monthly income. Dan is dedicated to helping clients pursue a comfortable retirement.
Background and experience
With nearly four decades of experience, Dan deeply understands risk and reward within the marketplace, knowledge of how to strive for consistent income within portfolios, as well as how to identify long-term economic growth trends. He has earned the CERTIFIED FINANCIAL PLANNER® certification in order to serve his clients more deeply. Dan earned a BA from Harvard University in 1981.
Getting to know him
Dan lives in Cincinnati, Ohio with his wife, Robin. He cares about his community and is an active volunteer and donor. He volunteers with several non-profits including At Work on Purpose, You Turn Ministries and Warren County Foundation. Dan and Robin founded Stand2Serve, a non-profit serving military, police, fire, first responders and veterans. Outside of the office, Dan enjoys church, reading biographies, traveling internationally, commercial real estate development and the symphony. He is also a UC Bearcat fan, a Bengals fan and an active golf enthusiast.