Dan joined BRI in 2011 and has held roles of increasing seniority within the investment team at BRI. Dan left BRI in 2017 to conduct an MBA at Warwick Business School, specialising in the strategies of high growth companies. Dan was appointed to the position of Chief Executive in April 2022. Dan is a Chartered Fellow of CISI, holds an MBA from Warwick Business School, and is the Chairman of a charitable trust. Dan regularly features on television and in national newspapers commenting on investment and finance matters. Dan has also been awarded the Citywire top 30 under 30 rising stars of investment management three times and the IOD West Midlands Young Director of the Year in 2016.