Dan Wallace

Dan Wallace, CFA, currently serves as Chief Investment Officer at Home Invest, LLC, where the focus is on assisting investors in creating generational wealth through tax-efficient passive income strategies in multi-family real estate syndications. Wallace also works as an Independent Sales Contractor for Ramirez Asset Management and previously held the position of Director of Business Development for Private Credit Investments at Lamco Alternatives Advisors, specializing in uncorrelated specialty credit investment strategies. A former Executive Vice President and Director of Institutional Distribution at Austin Atlantic Capital/Austin Atlantic Asset Management Company, Wallace contributed to institutional investment strategies in various asset classes. Earlier career experience includes roles as Balance Sheet Strategist at Darling Consulting Group and Market Specialist for the Asia/Pacific region at State Street. Dan Wallace holds a BBA in Finance and Economics from the Isenberg School of Management at UMass Amherst, an MBA in International Business from Salem State University, and has completed Masters Studies in International Business at MBS School of Business.