Asia’s first and only private social network, global trading, and automated wealth management platform for individual investors. Serving investor needs with ease of information for informed investment decisions, convenient online access, and customized trading portals are strengths that differentiate this company. Innovative and secure, 8...
For R66 to become the leading global investor in the flourishing FinServ and FinTech ecosystem, while assisting portfolio companies in achieving their maximum potential.
Dan is a Partner at Route 66, where his focus is on venture capital investment opportunities and portfolio management. By reviewing a company’s management team, value proposition, market opportunity and growth potential, he identifies prospects to keep our expanding portfolio strong. Dan works closely with each of our companies, assisting in a variety of capacities and goal attainment.
Prior to joining Route 66 in 2013, Dan worked in capital markets, investment banking, and various operational roles. Most recently, he worked for Bank of America Merrill Lynch in New York, specializing in M&A and equity and debt offerings.
More on his background:
Dan recognizes the potential of this generation’s entrepreneurs – to provide the means for everyone, everywhere to better manage their financial lives. An advocate for the underdog, Dan loves a story about those who find success in hard work. For those reasons, he’s passionate about R66 and respects the amount of time we devote to our companies. It’s this partnership role with our companies he appreciates most – while providing guidance on market conditions, and how to manage, lead, and revise strategy.
He also believes strongly in giving back, having experienced first-hand the ripple effect of volunteerism. Prior to earning his MBA, Dan volunteered full-time for City Year Washington DC, an AmeriCorps organization whose aim is to increase graduation rates in high-poverty communities. Dan completed over 1,500 hours of volunteer service in eight elementary and secondary public schools in Washington, tutoring at-risk youth and leading several community events for 500+ local citizens to beautify school grounds and facilities.
When he’s not knee-deep in deal origination or portfolio management, Dan enjoys basketball, golf, and tennis and is a Tar Heels, Yankees, and Knicks fan. He likes to read, particularly non-fiction history. Growing up in a vibrant Italian and Puerto Rican household, Dan credits his family roots to his natural love for traveling.
- Focuses on venture capital investment opportunities at R66
- Skilled in financial analysis and strategic thinking
- Former investment banker, executing dozens of M&A transactions and capital raises in boutique and bulge-bracket environments
- City Year Washington DC Corps member, tutoring at-risk youth and leading environmental and facility beautification projects
DriveWealth, LLC (”DriveWealth”) is a mobile investing platform for individual investors that offers a selection of Exchange Traded Funds (“ETFs”) and US listed stocks. DriveWealth also offers free educational content to help investors understand finance and investing basics. With low fees and account minimums, DriveWealth...
Hydrogen allows developers around the globe to build sophisticated fintech applications in just minutes. Hydrogen’s APIs cut the cost of building and running savings, investing, insurance, and wellness applications by tens of millions of dollars. Hydrogen is also the maker of the Hydro blockchain –...
Quantemplate enables business users to take raw data sources, cleanse and harmonize them with tools powered by machine learning, then perform analysis to develop competitive advantage through proprietary insights. Leading insurance businesses use Quantemplate to grow their business, collapse their costs and enable digital transformation. ...
Sonia is a product in the voice AI space that’s geared towards helping consultants, client facing folks, and project managers that spend large amounts of time in meetings; we’ve created an artificial intelligence based agent that helps take notes, summarize key moments, and share the...
- MBA, Georgetown University McDonough School of Business (Merit Scholar)
- BS, Business Administration, University of North Carolina at Chapel Hill (minor in Public Policy)
Book: Alexander Hamilton, Ron Chernow; The Road, Cormac McCarthy
Movie: The Dark Knight (and anything else by Christopher Nolan)
Numbers guru, history buff
If you’re going through hell, keep going. ~ Winston Churchill