Meet Our Team
Dan Gilman, Co-Founder & CEO
(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. Dan and his wife live in Bucks County, PA, enjoying an empty nest for half the year with four kids—two in college and two starting their post-college journeys.
Beth Cronin, Co-Founder & CFO
(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. Beth has 3 adult daughters. She lives in Park City with her husband.
Will Montanez, Senior Associate
(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 three small children.
Sandy Paniagua, Associate
(Chicago, IL) Sandy brings a strong foundation in accounting to the team, with both a BA and a Master’s in Accounting from Northeastern Illinois University. She has extensive experience in financial operations and works full-time from our Chicago office. Outside the office, she enjoys exploring her love of reading and spending quality time with her husband and daughter.
Michael Bautista, Associate
(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.
Bernalyn Panganiban, Associate
(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.