Dan Finance, Managing Partner - Founder
Professional Overview
Dan Finance is the Managing Partner and Founder of Infinity Financial Group, a leading financial advisory and investment management firm based in Dallas, Texas. With over 20 years of experience in the financial services industry, he has developed deep expertise in investment strategy, portfolio management, and business development.
Experience Summary
Current Role
As the Managing Partner and Founder of Infinity Financial Group, Dan is responsible for overseeing the firm's strategic direction, client relationships, and day-to-day operations. Under his leadership, the firm has consistently delivered superior investment returns and exceptional client service, earning a reputation as a trusted advisor to high-net-worth individuals and families.
Career Progression
Prior to founding Infinity Financial Group, Dan held senior-level positions at some of the industry's most respected firms. As the Senior Vice President at Allegiance Capital Corporation, he played a key role in the firm's growth and expansion, spearheading successful acquisition and integration strategies. Earlier in his career, Dan served as the Managing Partner at DSJ Consulting, LLC and the Partner at Cyber Sites, LLC, where he demonstrated his ability to drive business development and operational excellence.
Academic Background
Dan holds a Bachelor's degree in Finance from the University of Texas at Austin, where he graduated with honors. His strong academic background, coupled with his practical experience, has equipped him with a well-rounded understanding of the financial industry and the ability to develop innovative solutions to complex challenges.
Areas of Expertise
- Investment strategy and portfolio management
- Wealth management and financial planning
- Mergers and acquisitions
- Business development and client relations
- Strategic planning and operational optimization
Professional Impact
Under Dan's leadership, Infinity Financial Group has consistently outperformed industry benchmarks, earning the firm numerous accolades and industry recognitions. His deep industry knowledge, strategic vision, and commitment to client success have been instrumental in the firm's growth and expansion, solidifying its position as a premier financial advisory firm in the Dallas metropolitan area.
Conclusion
With a proven track record of success and a steadfast dedication to delivering exceptional results, Dan Finance is poised to continue driving Infinity Financial Group's growth and strengthening its position as a leading provider of comprehensive financial solutions. His expertise, coupled with his strategic mindset and collaborative approach, make him a valuable asset to the firm and its clients.
