Dan DiGiacomo

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Dan DiGiacomo is an institutional retirement plan advisor based in Lake Mary, FL.

Dan joined CAPTRUST in 2010. He is a principal and financial advisor and is responsible for providing retirement plan advisory services to institutional fiduciaries. He is motivated to provide clients with the expertise to make informed decisions and allows them to focus more time on core business responsibilities.

Prior to joining the firm, Dan served as an investment and ERISA consultant at SagePoint Financial as well as a senior account manager at Bloomberg, LP and an equity trader at Susquehanna International Group. He has worked in the industry since 1999. When he is not in the office or with a client, Dan enjoys playing golf, watching sports, listening to music, and spending time with his family.

Education

  • Bachelor of Arts degree in political science from The Ohio State University

Awards & Recognition

  • Financial Times 401 Top Retirement Plan Advisor | 2019 and 2020
  • Barron’s Top Institutional Consultants | 2021, 2022, 2023 (Team DiGiacomo)
  • NAPA Top DC Advisor Teams | 2017, 2018, 2019, 2020, 2021, and 2022 (CAPTRUST Lake Mary)

Resources

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