Daniel Dagen

Daniel Dagen, CFA, serves as the Chief Executive at Bar Capital Global since 2020, focusing on transforming growth-stage companies through strategic partnerships. Prior to this role, Dagen was the Chief Executive Officer of CFA Society New York from September 2015 to March 2020, contributing to the integrity and advancement of the investment management industry. Previous experience includes serving as a Senior Financial Consultant for Laidlaw & Co (UK) Ltd, where Dagen marketed financial services to high-net-worth clients, and as a Wealth Management Advisor at MassMutual Financial Group and Northwestern Mutual Wealth Management, achieving notable recognition and awards. Daniel Dagen holds a BA in Economics from Bowdoin College.