Daniel W Carroll, CFA
Dan brings 25 years of investment experience to Alliance Private Wealth, having previously worked at Century Management in Austin, Texas, and Oppenheimer Funds’ Houston office, as well as Barnett Bank in Florida. Using a broad skill set that invokes many different fields—finance, economics, statistics, modeling, and programming—he has successfully navigated two major bear markets, sector crashes, and three bull markets.
As an investment professional, Dan understands that no one succeeds on their own. “I believe that integrity, excellence, and team work are key professional values that set people apart,” he says. “I always strive to do my best and be my best, yet still recognize the value and contribution of everyone I work with.”
In addition to holding the Chartered Financial Analyst designation, Dan holds an MBA from Emory University and a BA from the University of Florida. He is active in church and enjoys being with his family. In his spare time he likes running, hiking, camping, home improvement and reading.