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Dan Lancellotti

Senior Advisor at Cap Intro Solutions

Dan Lancellotti is a seasoned finance professional with extensive experience in capital introductions and investment banking. Currently serving as Managing Partner at CapitalDynamo, Inc. since May 2010, Dan has also held prominent advisory and leadership roles at Cap Intro Solutions, LLC, Cambridge Wilkinson, and WealthBlock. Previously, Dan was a Managing Director at Citi, where responsibilities included overseeing global capital introductions and managing retail fixed income trading. Dan's early career includes significant positions at Smith Barney and Interactive Data, focusing on fixed income risk management and product development. Dan holds a Bachelor of Science degree in Applied Mathematics and Economics from Brown University.

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