Daniel Eye, a Chartered Financial Analyst® Charterholder, joined our firm in December 2014 and serves the firm as Chief Investment Officer. He is charged with managing and coordinating activities relating to the firm’s investment management process specific to the needs of Roof Advisory Group clientele. This includes coordinating strategic and tactical decision making, analysis and research, and the implementation and monitoring of the firm’s investment decisions and processes. Some specifics include ongoing evolution and management of the firm’s overall investment models, including the effective evaluation of all individual equity, fixed income, and fund/alternative investment choices. Dan takes a lead role in the firm’s Investment Committee.
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 Junior Achievement.