Daniel Eye, a Chartered Financial Analyst® charterholder, provides thought leadership on asset allocation, tactical investment positioning, security selection decisions and collaborates with other investment team members to formulate the overall economic view of the firm.
Prior to joining Roof Advisory Group, Dan spent five years at Zeke Capital Advisors as a Client Portfolio Manager. At Zeke Capital Advisors, he served a select group of clients in creating, implementing and managing customized portfolios. Prior to Zeke Capital Advisors, Dan worked at JPMorgan as an Associate Investor.
Dan earned a Bachelor of Science degree from Wilmington College and is a holder of the Series 65 – Registered Investment Advisor Representative. He is currently actively involved with Central Pennsylvania Food Bank and Junior Achievement.