Dan Sheehan, MBA, MS — CEO

Helping successful individuals, families, and business owners protect, grow, and enjoy their wealth with confidence I help clients optimize their wealth, lower taxes, and invest with confidence through disciplined portfolio management, market strategy, and financial planning. Whether you’re building a smarter portfolio, navigating market volatility, or preparing for major life transitions, I make the complex simple so you can make informed, confident decisions. With deep expertise in portfolio construction, global equity strategy, and tax-efficient planning, I bridge the gap between market intelligence and real-life goals. As a PhD candidate in Business–Finance, with an MBA and MSc in Data Analytics, I combine strategic insight with practical clarity to guide clients through every stage of wealth creation and preservation. I’m also the author of Market Pulse by Dan Sheehan, a daily stock market newsletter offering macro insight, equity research, and actionable strategies for investors who want to stay one step ahead. Where I add value for clients • Reducing tax liability through proactive, multi-year planning • Building resilient, risk-aligned investment portfolios • Clarifying financial goals and creating a clear path to achieve them • Planning for major life expenses, from education to retirement • Supporting business owners through exits, liquidity events, and legacy planning • Navigating market cycles with informed, data-driven strategies At Telos Family Office, we deliver fully integrated wealth services—combining investment management, tax planning, financial strategy, and business advisory under one roof. That means we don’t just manage money; we help clients make smarter financial decisions across every area of life. If you’re looking for a trusted partner to help you protect, grow, and enjoy your wealth with confidence, let’s start the conversation. 📩 dan.sheehan@teloswealthadvisors.com 🌐 Subscribe to Market Pulse: https://dansheehan.beehiiv.com/subscribe

Stackforce AI infers this person is a Financial Services expert with a focus on wealth management and investment strategies.

Location: Charlotte, Metro

Experience: 9 yrs 2 mos