Dan Silver

Co-Founder at Adviser Investments LLC

Dan Silver

Dan Silver

Co-Founder at Adviser Investments LLC

Biography

Dan co-founded Adviser Investments in 1994. He has bottom-line responsibility for the overall business, including marketing, sales, finance and new product development. In 2004, he was selected one of the Boston Business Journal‘s “Top 40 Under 40” business leaders. He serves as a director on several boards, including the Eastern Massachusetts Better Business Bureau. Dan has been profiled in Investment News magazine and appears regularly as an on-air commentator for New England Cable News. He is also a member of the Young Presidents Organization (YPO) and served as a Big Brother for 10 years. Dan earned a bachelor’s degree in history from Tufts University and an MBA from the University of Virginia’s Darden Graduate School of Business Administration. He resides with his wife and two children in Newton, MA.

Overview
Career Highlights

Adviser Investments LLC

RelSci Relationships

1508

Number of Boards

2

Number of Awards

1

Relationships
RelSci Relationships are individuals Dan Silver likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Adviser Investments LLC

Relationship likelihood: Strong

Founder, Director at Adviser Investments LLC

Relationship likelihood: Strong

Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

Former Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

Director of Research at Adviser Investments LLC

Relationship likelihood: Strong

Senior Vice President, Fixed Income Manager at Adviser Investments LLC

Relationship likelihood: Strong

Managing Director at Adviser Investments LLC

Relationship likelihood: Strong

Controller, Director of Finance & Human Resources at Adviser Investments LLC

Relationship likelihood: Strong

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

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Dan Silver
Co-Founder at Adviser Investments LLC
Education
Bachelor's in History

Tufts University is a private research university located in Medford/Somerville, near Boston, in the U.S. state of Massachusetts. The university is organized into ten schools, including two undergraduate programs and eight graduate divisions, on four campuses in Massachusetts and the French Alps. The university emphasizes active citizenship and public service in all of its disciplines and is known for its internationalism and study abroad programs.

MBA

The University of Virginia Darden School of Business is one of the world's leading business schools, offering MBA, Ph.D. and Executive Education programs.The Darden School improves the world by developing and inspiring responsible leaders and by advancing knowledge.The unique Darden experience combines the case study method, the highest-ranked faculty whose research advances global managerial practice and business education, and a tight-knit learning environment to develop principled and complete leaders.

Memberships
Member
Current

YPO (Young Presidents’ Organization) connects people with successful young chief executives in a global network unlike any other. Founded in 1950 in New York City by a young president named Ray Hickok, the organization unites approximately 20,000 business leaders in more than 120 countries around a shared mission: Better Leaders Through Education and Idea Exchange. A great deal has changed since YPO’s founding but certain things have remained the same: the value of a peer network and trusted mentors, the importance of ongoing education, and the need for a “safe haven” where issues can be aired in an environment of confidentiality. Over the past six decades, YPO has maintained its core commitment to these ideals while embracing change with each successive generation of young business leaders.

Career History
Co-Founder
1994 - Current

Adviser Investments provides discretionary investment management services using an active asset allocation approach. For their core investment strategies, the firm's primary investment objective is to build diversified portfolios of mutual funds and ETFs that provide a balanced approach to investing in the stock, bond and alternative markets, given the individual investor's long-term and short-term risk tolerance and return objectives. For their tactical investment strategies, Adviser Investments' objective is to reduce portfolio volatility by limiting exposure to market downturns by trading into less volatile assets such cash and bond funds. The firm's tactical models use computer models and algorithms developed by their portfolio strategists to guide trading in these strategies.

Elected Manager/Chief Compliance Officer
2010 - Prior

Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.

On-Air Commentator
Tenure Unconfirmed

New England Cable News operates a cable news station. The company's programs include NewsNight with Jim Braude, Sports LateNight, New England Dream House, TV Diner, and HealthWeek. The company company is headquartered in Newton, MA.

Boards & Committees
Director
Current

TO PROMOTE AND FOSTER THE HIGHEST ETHICAL RELATIONSHIP BETWEEN BUSINESSES AND THE PUBLIC THROUGH VOLUNTARY SELF-REGULATION, CONSUMER AND BUSINESS EDUCATION SERVICE EXCELLENCE.

Member, Board of Overseers
Prior - 2017

PARTNER WITH UNDER-RESOURCED FAMILIES PROVIDING THEIR CHILDREN WITH MENTORS WHO HELP THEM THRIVE.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 - $2,499
2018

SEE SCHEDULE O.

$1 - $999
2016

THE SECOND STEP IS A COMMUNITY OF SURVIVORS, ADVOCATES, AND VOLUNTEERS WHO FOSTER THE SAFETY, STABILITY, AND WELL-BEING OF THOSE WHO HAVE EXPERIENCED DOMESTIC VIOLENCE. WE PROVIDE COMPREHENSIVE SERVICES, INCLUDING SAFETY PLANNING, LEGAL ADVOCACY, COUNSELING, PEER SUPPORT, TRANSITIONAL HOUSING, AND OTHER ESSENTIAL SERVICES TO ADULTS, YOUTH, AND CHILDREN IN GREATER BOSTON AND METRO WEST.

$1,000 - $2,499
2013

PARTNER WITH UNDER-RESOURCED FAMILIES PROVIDING THEIR CHILDREN WITH MENTORS WHO HELP THEM THRIVE.

Awards & Honors
2004
Boston Business Journal - 40 - Under 40
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