With 20 plus years of investment experience Dan drives asset flows across the industry leading platforms, broker dealers and High Net Worth RIA communities. His relationships are long standing as Mr. Dixon consistently leverages his past experience at RTE Asset Management, Lockwood Financial, Global Capital Management and Clark Capital Management Group to introduce strategies that assist advisors and research analyst in building investment portfolios that meet the demands of client/advisor stated goals.
Dan's field experience, work ethic and proven asset raising success brings with it a unique perspective across various investment mandates including, Tactical Equity, Traditional and Unconstrained Fixed Income, Domestic Equity, International Equity, Socially Responsible, ETF Strategist and TAMP programs. Dan holds FINRA series 6, 63, 65 licenses and is a graduate of Coastal Carolina University with a B.S. in Business Administration.