Dan Jones

Dan Jones is a seasoned professional with over 30 years of experience in money management, specializing in offering customized investment plans tailored to each client's specific objectives and risk profile.

He holds a Master of Business Administration (MBA) from Lake Forest Graduate School of Management and a Bachelor of Arts (BA) in History from Lake Forest College.

Dan has a diverse professional background having worked at reputable firms such as Vivaldi Capital Management, Cedar Hill Associates, LLC, Northern Trust, and JPMorgan Chase.

His approach to wealth management involves innovative strategies, including U.S. and international equity strategies, alternative strategies, and fixed income strategies, all aimed at fostering lasting client relationships based on trust and shared values.