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Daniel A. Summerlin, CFASenior Vice President, Financial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Danny joined CAPTRUST in 2006 as senior vice president, financial advisor and is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, he served as a relationship manager for individual and institutional investors at Franklin Street Partners, and has worked in the industry since 1995.

EDUCATION

  • Bachelor of Arts degree in industrial relations and political science from the University of North Carolina at Chapel Hill
  • Master of Business Administration degree from the University of North Carolina at Chapel Hill - Kenan-Flagler Business School

INDUSTRY DESIGNATIONS

  • Certified Financial Analyst (CFA®)

Personal Profile

Hometown:
Chapel Hill, NC
Favorite Book or Movie:
The Hunt for Red October and Jeremiah Johnson
Ideal Dinner Guest:
My grandfather, Charlie Munger, and Bill Friday
Words to Live By:
Be helpful in the right way for a long time and for a lot of people and you will live a very fulfilled life.
Qualities I Admire in People:
Honesty, integrity, and commitment