Dan McGilvray, CFA
Senior Wealth Advisor
Dan McGilvray, CFARequest an Appointment | Contact Me | (303) 832-2300
Dan McGilvray is a Senior Wealth Advisor for the Beacon Pointe Denver office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Dan began his career in wealth management working as an Equity Analyst at Kirr, Marbach, and Co., LLC, and had also previously served as a Financial Manager and Team Lead for the Air Force Space and Missile Center where his work earned him the Financial Management Civilian of the Year Award and an Air Force Commendation Award. Dan later served at the Director of Investment Management for Highland Private Wealth Management in Bellevue, WA, where he focused on asset allocation, fund manager due diligence, individual stock and bond research, and overall portfolio management. Prior to joining Beacon Pointe, Dan was the Director of Portfolio Management at Northstar Investment Advisors. Dan attended the University of Colorado at Boulder, graduating with a degree in business administration and a minor in economics and earned a Master of Business Administration in Finance with minors in Strategic Accounting Analysis and Economic Consulting from Indiana University. Dan holds the Chartered Financial Analyst (CFA) designation and is a graduate of the Denver Metro Chamber of Commerce Impact Denver Program which provides up-and-coming professionals with the knowledge, network and skills needed to enhance their impact on the community. Dan also recently graduated from Schwab’s Executive Leadership Program, which helps RIA executives develop leadership skills in key business functions. Dan serves on the finance committee for Cross Purpose, a Denver-based non-profit that provides job training and personal development programs and is an avid volunteer at his children’s schools. Outside of the office, Dan enjoys spending time with his wife and four sons, playing tennis, golf, or other outdoor activities, and traveling.
