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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Dan Seivert
CEO and Founder at ECHELON

Profile

Daniel Seivert is the CEO and founder of ECHELON Partners – one of the leading investment banks and consulting firms to the wealth and investment management industries.  Over his 30-year career, Mr. Seivert has advised on more than 600 M&A assignments, valued over 3,000 companies and evaluated more than 2,000 acquisition targets.  During this time Mr. Seivert has served on the Board of Trustees of Occidental College, and the Boards of AssetMark Investment Services, Direct Capital Markets, and BridgePortfolio.   

 

Prior to starting ECHELON, Mr. Seivert was one of the initial Principals of Lovell Minnick Partners, a private equity firm where he placed over $100MM in investment capital.  Mr. Seivert was also a buy-side analyst at The Capital Group (American Funds) where he valued publicly traded firms in the wealth management and WealthTECH industries.  He began his career in the M&A department of Skadden Arps Slate Meagher & Flom.   

 

Mr. Seivert has been the President of ECHELON’s FINRA-registered Broker Dealer for the past 20 years and holds Series 6, 7, 24, 62, 63, and 79 licenses.  A widely recognized industry expert, he has authored 25 reports dealing with the wealth and investment management industries.  He has an Advanced Bachelor's degree in Economics from Occidental College and a Master of Business Administration degree from UCLA’s Anderson School of Management.  Mr. Seivert is a native of Los Angeles and currently resides in Manhattan Beach, California. 

Agenda Sessions

  • Valuation & M&A Workshop

    1:15pm