Daniel McKeefrey

Daniel McKeefrey, CFA, CPA, is the Chief Financial Officer and VP of Finance & Strategy at FIDx since July 2023, and also holds the position of VP of Finance & Strategy at Magis Capital Partners, focusing on business development in the Financial Advisor Technology sector. Previously, Daniel served as FP&A Manager at Richardson Sales Performance from June 2021 to July 2023, contributing to sales training and performance improvement. Daniel's extensive experience at EY from October 2014 to June 2021 included roles as Strategy and Transactions Manager, where support was provided in transaction advisory services and valuation modeling, as well as positions in assurance for wealth and asset management. Daniel holds a Bachelor of Science in Accounting and Finance from the University of Delaware.