On this episode of the Jason Cavness Experience I talk to Wei Wang and Dan Kanivas of Triple Summit Advisors
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We talk about the following
How did Dan and Wei meet
Their core values
Their ideal client
Dan is the Co-Founder and a portfolio manager of Triple Summit Advisors, LLC. Dan brings institutional asset management, wealth management, and client service experience to the team. Prior to Triple Summit, Dan worked in business development and operations at Zipline, a venture-backed robotics startup. Previously, Dan worked as an investment associate at Prudential Capital Group, where he conducted credit analysis and portfolio management for a multi-billion dollar portfolio of investment grade, high-yield, and mezzanine debt. Dan also served as a field artillery officer in the U.S. Army, with overseas service in Iraq and Korea. Dan graduated cum laude from Harvard University with a Bachelor of Arts in Economics and holds a Master of Business Administration from the University of California, Berkeley.
Wei is the Co-Founder and lead portfolio manager of Triple Summit Advisors, LLC. Wei brings over 15 years of security selection, portfolio construction, and risk management experiences in the investment industry. Prior to Triple Summit, Wei was a senior investment analyst with Regiment Capital Advisors in Boston, MA, where he analyzed and sourced investment ideas in high yield bonds, levered loans, distressed debt, and special situation equities. Prior to that, Wei worked as a Senior Analyst in the Asset Allocation team of Grantham, Mayo, Von Otterloo & Co. LLC. Wei graduated cum laude from Harvard University with a Bachelor of Arts in Applied Mathematics, a Master of Arts in Statistics, and a Language Citation in Literary Chinese.
Triple Summit’s Social Media
Company website: https://www.triplesummitadvisors.com/
Company LinkedIn: https://www.linkedin.com/company/triple-summit-advisors/about/
Dan’s LinkedIn: https://www.linkedin.com/in/dankanivas/
Wei’s LinkedIn: https://www.linkedin.com/in/weiwang/
Company Twitter: https://twitter.com/TripleSummit
Company FB: https://www.facebook.com/triplesummitadvisors
Triple Summit’s Gift
Contact Dan or Wei at firstname.lastname@example.org or email@example.com to discuss financial planning, investing or anything else. They look forward to talking to you.
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