Dan Sheehan
Director of Portfolio Management & Financial Advisor | Market Strategy, Wealth Planning & Tax Efficiency | Author of Daily Stock Market Newsletter
- Role
- Director of Portfolio Management at Telos Family Office
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dan Sheehan
Helping successful individuals, families, and business owners protect, grow, and enjoy…
Experience
Director of Portfolio Management
Aug 2025 — Present · Charlotte, NC, US
Education
University of the Cumberlands
Doctor of Philosophy - PhD, Business - Finance
Augusta University-Hull College of Business
Master of Business Administration - MBA
2020 — 2021
University of South Carolina
Bachelor's degree, Finance
Harrisburg University of Science and Technology
Master of Science - MS, Analytics
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