Dan Oppenheim spent more than two decades as a sell-side equity research analyst, serving as an Executive Director at UBS and a Principal at Bank of America. He was frequently named to the Institutional Investor All-America Research Team.

Leveraging his capital markets background and deep understanding of equity market dynamics and valuation drivers, Dan provides clients with strategic investor relations counsel. He brings a seasoned Wall Street analyst perspective, helping companies sharpen their investment narrative, anticipate how their story and company developments will be evaluated by analysts and institutional shareholders, and communicate more effectively with the market.

EDUCATION

Dan earned a BA in Economics from Swarthmore College.