Bringing over 30 years of experience, Dan works with clients to develop and maintain customized investment solutions. Dan Jones joined Vivaldi Capital Management as a Wealth Advisor and Partner. Prior to joining Vivaldi Capital Management, at Cedar Hill Associates Dan was a Senior Managing Director and before that was a Senior Portfolio Manager and Senior Vice President with Northern Trust Global Investments, where he reviewed and analyzed investments to determine compatibility with client objectives. Dan received his Bachelor of Arts in History from Lake Forest College and an MBA from Lake Forest Graduate School of Management.
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