Dan is a co-founder and Managing Partner of Hawthorne Financial Advisors, LLC (HFA), an independent Registered Investment Advisor based in Marblehead, MA. Prior to founding HFA, Dan was President of Clerestory LLC, a firm that provided business and financial consulting to privately held corporations, non-profits, and government agencies. At Clerestory, Dan also ran a single-client family office providing management and oversight of the client’s investments, tax and estate planning, real estate management, and alternative investments (private equity, hedge funds, syndicated real estate deals, and angel investing).
Prior to co-founding Clerestory in 2001, Dan was the Chief Financial Officer of WorldClinic, a venture-backed provider of travel medicine services where he managed the firm’s financial strategy, board and investor relations, budgeting and accounting, and tax and financial reporting. Additionally, he was an active board participant and was instrumental in restructuring the company prior to negotiating and executing a management buyout.
Before WorldClinic, he was a Vice President in FleetBoston Financial’s Technology and Communications Corporate Finance team, where he analyzed, priced and structured syndicated senior credit facilities and worked on major recapitalizations requiring FleetBoston’s capital markets capabilities in high yield and equity.
Dan received a bachelor’s degree from Clark University in 1985, an MBA from the Olin Graduate School of Business at Babson College in 1996, and in 2010, Dan was certified as an Integral Coach by New Ventures West – an ICF-accredited coach certification program. Additionally, in 2002 he completed Harvard Business School’s financial management program, “Corporate Restructurings, Mergers, and Acquisitions”.
Dan sat on the Board of Advisors at Entrustet, a web-based provider of estate planning services for digital assets that was sold in 2012. Outside of work, Dan is the Treasurer and a board member of the Rotary Club of Marblehead Harbor, where he is a Paul Harris Fellow. In the past, Dan was a board member and Treasurer of the Brookline Music School and was a coach in Babson College’s Coaching for Leadership and Teamwork Program.