Co-CIO
A student of the markets since age 12, when Dan’s father took him to the floor of the NYSE on the day after Thanksgiving. Dan Russo spends much of his time using technical analysis, navigating the market’s tides to determine which assets are likely to continue to ride a rising tide while constantly on watch for turbulent waters.
Whether you want to hop on a call or prefer we reach out first — we’ll meet you where you are. No pressure. No sales scripts. Just real answers.

