Gladstone Associates, established in 2006, provides M&A advisory solutions to the national RIA sector, encompassing Wealth Managers and Asset Managers. As Founder of Gladstone, Dan shares in setting firm vision and strategy, works with Enterprise Clients, and oversees all operational and branding functions. Dan is also founder of D.A. Kreuter Associates, Inc. (“DAK Associates”), a national retainer-based executive search firm with decades of search success (2,500+ searches) on behalf of the global financial services community. He co-founded two successful FinTech Businesses, Coates Analytics (now BNY/Mellon Distribution Analytics) which provides productivity software on behalf of Money Managers and Advisory Platforms; and Gladstone Analytics (sold to Truelytics, purchased by Envestnet in 2022), a SaaS solution for Valuation analytics, benchmarking and business process improvement to the RIA space. Dan recently served as Chairman of the Advisory Board for Chalice Financial Network, a national peer-to-peer association group for Independent Advisors; and is on the Editorial Advisory Board of Real Assets Adviser, a leading Alternative Investments publication with over 65,000 readers in the wealth management sector. He currently serves on the Advisory Counsel for AlphaTrAI, a San Diego-based AI/Machine Learning quantitative asset manager.

Dan conducts his business & personal life by a simple maxim (credit to Karl Lagerfeld) “There are no problems – just good solutions and bad solutions”.