Dan Grant

Co-founder and CEO
Board of Directors, Member

As CEO, Daniel Grant is responsible for the development and overall management of the Funds, Registered Investment Advisor and holding company. He also acts as a Trustee and a member of the Board of Directors. Mr. Grant has been published in the Wall Street Journal, appeared on national broadcasts and interviewed by FoxBloombergNational Review and others on the topic of ESG investing and Stakeholder Capitalism. Mr. Grant began his career in the mergers and acquisitions group of a Fortune 500 company and then worked as an investment banker for over 10 years. He gained further experience with leading institutions managing corporate finance teams, ultimately becoming a division President for a regional bank. Mr. Grant earned his MBA from Vanderbilt University and a BS in Economics from Florida State University. He holds the Series 63, 65 and 79 securities registrations.