Dan Kreuter has successfully run the professional search firm that bears his name for several decades.
Dan is founder of D.A. Kreuter Associates, Inc. dba DAK Associates, a national retainer-based executive search firm created in 1979. He founded and is Managing Member of Gladstone Associates, LLC, which provides comprehensive M&A Advisory to lower mid-market Financial Advisors, RIAs, Money Managers, and Broker Dealers. Dan 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 (now Truelytics), 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.
“We have a unique view of the financial services world. Our business model is in lockstep with the needs of today’s business leaders. While technology has made finding information quicker, it’s our collective judgment, creative approach, and thoroughness that sets us apart. Our search services are in strategic alignment with your goals of renewable profit and growth.”
Dan conducts his business & personal life by a simple maxim (credit to Karl Lagerfeld) “There are no problems – just good solutions and bad solutions”