Daniel Haines

Dan Haines color

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

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

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.