Dan is a Managing Director at Lazear Capital where he engages with clients to identify their objectives, conduct financial analysis, and ultimately structure and execute transactions to achieve those goals. During his 10-year institutional banking career, Dan developed a diverse array of experience and expertise, ranging from large corporate and commercial banking to capital markets, syndications, and private wealth. With a focus on structure, syndication, and risk analysis, Dan has served clients in a vast assortment of industries throughout the US. He is passionate about providing innovative solutions that tailor to his client’s unique and evolving needs.

Prior to joining Lazear, Dan managed a portfolio of large corporate clients in Central Ohio and Michigan at Huntington Bank, where he also led a team of analysts serving large corporate and upper-middle market clients throughout the US. Dan received his BSBA in Finance from The Ohio State University Fisher College of Business.

If you had to pick three words that best represents Lazear’s culture, what would they be?

Curious, Clever, Careful