M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Dan Lunne

Managing Director
Atlas Advisors, LLC
United States
LinkedIn profile link

Bio

Dan Lunne is the Managing Director at Atlas Advisors, LLC, based in the United States. He has been with Atlas Advisors since July 2020. Prior to this role, Dan served as President and CEO of Oakwood Private Investment Group starting in January 2017. His extensive career in the financial services industry includes positions such as Independent Consultant at Red Oak Capital Fund, LLC, Vice President/Senior Client Advisor at PNC Wealth Management, and Regional Director at Wells Fargo Asset Management. Dan's experience also spans roles at Gartmore Global Investments, Strategic Partners, Conseco Fund Group, BISYS Fund Services, and Merrill Lynch. With a career beginning in 1994, Dan brings a wealth of knowledge and expertise to his current role at Atlas Advisors.

Tags

Financial Services
Investment Management
Wealth Management
Private Equity
Asset Management

Experience

Oakwood Private Investment Group
President - CEO
2017-01-01
Atlas Advisors, LLC
Managing Director
2020-07-01

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