Chief Compliance OfficerGet in touch
Dan Capozzo serves as the Chief Compliance Officer, VP of Operations and Sr. Investment Analyst at Clearwell Advisors.
Before joining Clearwell, Dan served as the Chief Operating and Compliance Officer at Beck, Mack & Oliver, an SEC-registered advisor where he directed and administered the operations and compliance programs across the firm’s managed accounts, mutual fund and private funds platforms. Prior to this, Dan worked at Invicta Capital Management, a technology-based long/short equity manager where he conducted fundamental research on public companies in the technology, industrial, and alternative energy sectors and also held the positions of Chief Operating and Chief Compliance Officer at the firm.
Dan, a CFA charterholder and Financial Risk Manager (FRM), earned his B.A. in Mathematics from the College of Holy Cross and enjoys spending his free time outdoors with his wife and three children.Back to team