Dan Lee is a finance and investment executive with experience as an operator, investor, and advisor across a variety of industries, including technology, media, consumer, and financials.
Dan most recently served as CFO of RiskSpan, a PE-backed analytics firm to the asset management, banking, and mortgage industries. He is also an advisor to several companies in the media, consumer, and technology industries.
Prior to RiskSpan, Dan was a leader at NextGen Venture Partners, an early-stage venture capital firm acquired by Brown Advisory. At NextGen, he led Seed and Series A financing diligence efforts for a number of technology startups.
Previously, he was a senior investment professional at Profit Investments, a $2.5B AUM investment management firm focused on growth stocks, where he led investments in the financial, financial technology, and industrial sectors.
Before Profit, Dan worked in research at investment bank FBR Capital Markets where he covered the non-life and life insurance sectors and worked on a dozen investment banking deals, including several IPOs and 144a private placements. He began his professional career in the financial services practice at the global consulting firm Accenture.
Dan received his B.A. degree in economics from the University of Virginia and is a CFA charterholder.