Dan brings significant industry knowledge in understanding people and their investment goals to his role at Arbor Capital. He has a B.S. from The Pennsylvania State University and an MBA from Canisius College. In addition to his studies at Canisius College, Dan was also a student fund manager in the prestigious the Golden Griffin Fund. After first working with school districts, he was attracted to the world of capital management. Dan has almost two decades of experience in the industry, including positions with Prudential Securities, MetLife and Atlantic Capital Management.
Based on Dan’s experiences, his role at Arbor Capital is that of a coach, advocate, facilitator and team member. Dan’s broad background has provided him with essential knowledge and understanding necessary to build a sound investment strategy to help our clients meet their goals.
“I have been involved in team sports throughout my life, both as a player and as a coach. I see many parallels between what happens in the sports arena and what I want to achieve with clients. In both pursuits, you need to develop a system, work as a team, and strive towards a goal. What I learned from sports is that each player has individual goals and a specific timeframe to achieve them. My job is to find out what those goals are, and provide the coaching needed to help turn those dreams into reality.”
~ Dan Toole