Partner, Senior Relationship Manager, Family Office Services
BBA in Finance, University of Wisconsin-Whitewater
Applied Investments Program, University of Wisconsin-Whitewater
- ProHealth Care, Board of Directors (Treasurer), Vice Chairman of Finance & Investment Committee, & Quality & Safety Committee Member
- BrightStar Wisconsin Foundation, Inc., Treasurer & Investment Committee Member
- Gillette Pepsi Companies, Inc., Board of Directors & Compensation Committee Member
- Jacobus Wealth Management, Inc., President and Chief Investment Officer
Dan joined RMB Capital in 2017 when Jacobus Wealth Management (JWM) combined with RMB. Dan launched his career in 2002 at JWM, where he gained 15 years of experience working with ultra-high-net-worth families as a client relationship manager. Most recently, he served as JWM’s president, chief investment officer, and chairman of the investment committee. In these roles, Dan was responsible for setting organizational strategy, overseeing the firm’s investment advisory and wealth management functions, and leading the portfolio management process.
At RMB, Dan is responsible for client relationship management including involvement in both the strategic financial planning and investment advisory aspects of complex family situations. In this role, Dan works closely with clients’ other trusted advisors to develop a coordinated approach to their needs.
Dan earned his Bachelor’s degree in Business Administration from the University of Wisconsin-Whitewater and participated in the university’s Applied Investments Program. Dan is a CFA charterholder and a member of the CFA Society of Milwaukee. He serves as the treasurer on the Board of Directors, vice chairman of the Finance & Investment Committee, and member of the Quality & Safety Committee for ProHealth Care, is on the Board of Directors and Compensation Committee of the Gillette Pepsi Companies, and is treasurer and an Investment Committee member for the BrightStar Wisconsin Foundation. In his free time, Dan enjoys playing golf, listening to music, and supporting his local sports teams.