Daniel Haines, CFA®, MBA
Associate Vice President - Institutional, Investment Strategist
- CFA Charterholder
- MBA – Mendoza College of Business, University of Notre Dame
- BA in Economics – Calvin College
- 10+ Years in the Financial Services Industry
- Previous Experience
- Investment Strategist at Greenleaf Trust
- Credit Analyst at Standard & Poor’s
- MBA Intern at AT&T Pension Fund
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.