Danny joined the True North Investment Group in 2019, after working three years at an investment firm in Chicago. His in-depth knowledge of structured products, mutual funds, ETFs and fixed income investments allows him to provide unique solutions to our clients’ investment needs, which complements the equity portfolios we manage.
He has passed the Series 7 and 66 securities exams, holds Minnesota life and health insurance licenses, and recently completed extensive coursework and passed the rigorous CFP® exam. As a CERTIFIED FINANCIAL PLANNER™ professional, Danny helps successful younger professionals and families address their unique financial planning needs.
Danny earned his Bachelor of Science degree in finance from the Heider College of Business at Creighton University, where he was among a handful of students selected to manage a portion of the university’s endowment fund. Danny grew up in Stillwater, Minnesota, and currently lives in Northeast Minneapolis. In his free time, he enjoys soccer, skiing, snowboarding, golf, tennis and running.