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Dan Regan is currently an Operations Associate at Truepoint Wealth Counsel. Prior to this, they were with Fund Evaluation Group, LLC from September 2016 to September 2019 where they were a Sr. Performance & Risk Analyst. From December 2014 to September 2016, they were a Manager of Trading Operations and prior to that they were a Sr. Trading & Operations Analyst from January 2013 to December 2014. Dan started their career as a Financial Advisor at Merrill Lynch from April 2012 to December 2012 and then an Analyst at Lenox Wealth Management from July 2009 to January 2012.

Dan Regan attended the College for Financial Planning to earn a Certificate in Personal Financial Planning. Dan also holds a Bachelor of Science from the University of Dayton in Finance and Accounting. Dan Regan has also earned certifications from FINRA in Series 66 and Series 7.