Dan Sholian

Dan specializes in advising corporate retirement plans and individual clients. As a Senior Consultant, Dan works closely with retirement plan sponsors and trustees and provides investing and savings education to plan participants. He also manages relationships with many of our individual clients, and serves as a lead advisor for our IRA Rollover Program.

Dan began his investment career in 1982 with Ragen Mackenzie and Shearson Lehman, both in Seattle, and has more than 40 years of experience in the investment industry. He later moved to Dain Rauscher, and eventually left with Bryn to form Matisse Capital. Dan attended the University of Oregon and received a Bachelor of Science in Finance in 1980. Dan holds both a Series 7 license and Series 63 license and is registered as an Investment Advisor Representative in the State of Oregon.