Ethos Financial Group, LLC
Dan Guy, CFA, CAIA, is a seasoned finance professional with extensive experience in investment management and portfolio analysis. As Co-Founder and Managing Partner at Ethos Financial Group, LLC since May 2022, Dan specializes in strategic financial solutions. Previously, Dan served as Director at Almanack Investment Partners, LLC from April 2015 to May 2022, where responsibilities included overseeing investment strategies. Dan's earlier experience encompasses roles as an Investment Analyst at Forefront Analytics, LLC/GK Family Office, LLC, and as a Portfolio Accountant at SEI, managing significant portfolios and performing crucial financial analysis. Additionally, Dan worked as a Portfolio Manager and Investment Analyst at 5190 Financial LLC, focusing on U.S. startup financing. Dan began their career with an internship at NASDAQ OMX, gaining insights into marketing and corporate finance. A graduate of the University of Delaware with a Bachelor of Science in Finance, Dan combines rigorous analytical skills with a comprehensive understanding of financial markets.
This person is not in any teams
Ethos Financial Group, LLC
Ethos Financial Group is an investment management, financial planning and wealth advisory firm serving individuals, family offices, and other institutional investors. At the core of Ethos are sound processes and dedicated people. Our practice is designed around tailored service and a driving desire to make a difference in the lives of those we work with. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Our advisers and managers come from diverse industry backgrounds, with unique experiences, that translates into a one-of-a-kind experience for our clients.