Reviewed by:
Dan Casey
Dan Casey
Vice President
Vice President, Financial Planner, and Portfolio Manager at Arrowroot Family Office. I manage clients’ investment portfolios and help them find solutions and optimal strategies for their financial needs. In addition to my passion for finance, I am an exercise physiologist with over a decade’s experience.
Compliance Oversight by:
MCO
MCO
MyComplianceOffice
A complete compliance management software platform that helps financial services firms unify their activities across conduct and regulatory compliance.