(New Hope, PA) Dan brings over 25 years of financial services experience to TriPeak, including roles as the Head of Investments for Decennial Group’s first QOZ fund and as the CIO of Fundamental Advisor’s first $350mm municipal bond fund. Dan has had extensive experience on both the “buy side” and “sell side” of Wall Street, and has deep structuring and operational experience with a wide variety of deal and fund structures. Along with roles at Decennial and Fundamental, Dan was the Head of Municipal Debt Capital Markets for Jefferies for 5 years and ran a large public finance trading desk at Citi for 9 years. He has a BA from Wesleyan University with Honors and an MBA from MIT with a concentration in Financial Engineering. He lives in Bucks County, PA with his wife and the last of their four children to leave the nest.
(Park City, UT and Chicago, IL) Beth brings over 20 years of finance experience to the team and most recently was the CFO for Broadfield Capital Management. Prior to this, she ran the financial team at Premier Mechanical – a large Chicago-based contractor. Beth started her career at First Chicago and Bank of America as a derivative specialist. Beth has a BA from the University of Michigan and an MBA from Northwestern’s Kellogg School of Management. She lives in Park City with her husband and three daughters.
(New Paltz, NY) Kyle brings over 15 years of experience in both Private Equity accounting and real estate accounting. Past employers include Precision Capital Advisers, Credit Suisse and over 6 years at JP Morgan as a Senior Accountant in their Private Equity Investment Group. Kyle has also helped run the accounting department for a homebuilder giving him experience in real estate and construction accounting. Kyle has a BS in Business Management from Rutgers University and a Masters of Science in Accounting from SUNY Polytechnic Institute. He lives in New Paltz, NY with his family.
(New Bern, NC) After 6 years in the USMC as a Scout Squad Leader, Will studied accounting at SUNY Albany. He then worked two years at EY, earning his CPA, and then worked for Silvergate Bank and taught accounting in Guam. He has as an Bachelors in Accounting and a Masters in Forensic Accounting from the University of Albany and achieved his CPA in CA with License #132284. He lives on the coast of North Carolina with his wife and two small children.
(Chicago, IL) Sandy has a BA in Accounting and a Masters in Accounting from Northeastern Illinois University. Sandy works full-time out of our Chicago office.
(Chicago, IL and Dallas, TX) Michael is a recent graduate of Hillsdale College where he majored in both Economics and Mathematics. Michael brings a strong interest in Quantitative Trading, and the related programming and financial modeling skills. He has experience working with Python, R, MATLAB and Octave. Michael splits his time between Chicago, IL and Dallas, TX.
(Solano, Phillipines) Berna brings over a decade of professional experience in bookkeeping and accounting across various software platforms. With a Bachelor of Science in Commerce, majoring in Banking & Finance from Saint Mary's University, her expertise spans AP/AR processing, payroll, audit and reconciliation, and more. Berna is XERO Advisor and QuickBooks ProAdvisor certified, and has additional experience on the NetSuite, Freshbooks, Appfolio and Fergus platforms.
Based out of the Philippines, she is a dedicated mother of two and is actively involved in dog rescue for the Belgian Malinois breed.
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