Daniel Guy

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.