Dan is a seasoned Investment Manager and Principal at 3Summit Investment Management. He designs and manages sophisticated investment strategies for hedge funds, institutional investors and successful individuals and families.

His 22 years of experience in the industry, combined with expertise as a portfolio manager and financial software developer, provide our clients with a unique perspective on investing.

Dan designs investment strategies that systematically uncover an investing edge through the entire business cycle. Aside from managing assets, he continuously works to improve and move the industry forward through writing, television appearances and industry thought leadership. Dan is a regular Forbes contributor and hosts a quarterly market and investing insights video series.

Dan graduated from the University of Colorado with a degree in Economics. He resides in the Washington D.C. area and enjoys whitewater kayaking, skiing, and spending time outside with his wife and their two boys.

Dan is actively involved in several non-profits that directly impact and improve the lives of young people through educational opportnunitites. He sits on the Board of Trustees of PHILLIPS Programs for Children and Families and SpringForward. You can find out more about PHILLIPS mission by clicking the link to their website here:

PHILLIPS - Specialized Education with Spectacular Outcomes

With 24 years in the investment industry, Garrett has established himself as a trusted advisor and industry leader. His career has been marked by successful execution in both finance and operations roles, driven by his effective problem-solving skills, strategic vision and his ability to guide complex projects to completion.

Garrett's comprehensive expertise spans multiple sectors including banking, private wealth management, hedge funds, mutual funds, public companies, and private ventures. He has extensive experience negotiating corporate and investment fund M&A, structuring credit and equity products, managing public and private investments, and advising investment portfolios across all asset classes.

As a public and private fund product structuring expert, Garrett has successfully executed complex transactions totaling over $690 million in assets under management. Throughout his career, he has held professional board-level and C-suite leadership positions in both private and public investment companies, including leadership within a $2 billion hedge fund strategy.

He is a Denver native and loves fishing, hiking, camping and everything else about being outdoors in Colorado. He is active in his community with a number of non-profits and charities he supports. If you'd like to know more about the causes that Garrett and his family support, you can find out more and make donations from these links to their websites:

The Morgan Adams Foundation - Funding Kid's Cancer Research

Colorado Treks - The Medicine of the Mountains

Alex is involved in portfolio construction and market analysis. He started off as an equity research analyst in New York and has 23 years of experience designing and managing global multi-asset portfolios for a diverse group of investors, including hedge funds, family offices, pension funds and individuals. He believes that an investment strategy will only help clients reach their financial goals if it relies on a process that gives them enough comfort to stick with it in testing times.

Alex enjoys studying the evolution of ideas on what drives the market and gives it the power to generate wealth and wreak havoc. He likes explaining financial concepts in simpler terms and volunteers at Junior Achievement Finance Park in Fairfax, Virginia.

Alex was born in Moscow and came to the United States as an exchange student in 1989. He studied languages and economics at Moscow Linguistic University and Connecticut College. He earned his MBA in Finance from The University of Connecticut.

Alex lives in the Washington DC area with his wife and a daughter and enjoys music, skiing, biking, hiking and travelling the world with his family.