Dan Monroe

Dan Monroe is currently the Managing Director of Investment Management at The Forum Group, where they leverage over 17 years of experience in executive recruiting and talent solutions, particularly within the financial services sector. Previously, as Vice President of Client Success at TriSearch, they led teams to enhance client recruiting operations, emphasizing a people-first approach. With a background that includes roles at Charles Schwab and Spencer Stuart, Dan has a proven track record in strategic recruiting and talent acquisition. They hold a Master's degree in Western Classics Literature/Philosophy from St. John's College and a Bachelor's degree in Philosophy and Psychology from the University of Wisconsin-La Crosse, reflecting their passion for philosophical thinking and mindfulness in professional settings.