Deal Team

Our Story

ECHELON Partners was founded in 2001 by Dan Seivert, the firm’s current CEO and

Managing Partner. ECHELON was founded to:

 

  • Address the needs of an underserved subset of the financial services industry—investment product developers, distributors, and technology providers.
  • Deliver investment banking, management consulting, and valuation services from one platform so as to offer clients powerful, holistic, integrated solutions.
  • Provide objective, unbiased advice void of conflicts emblematic of larger institutions.
  • Help entrepreneurs working at companies of all sizes navigate the numerous complex decisions that come with attaining growth.
     

Dan began researching the wealth and investment management industries over 20 years ago as an analyst conducting strategy research for the chairmen of The Capital Group Companies and American Funds. In that capacity, he worked directly with nearly 200 executives from the top 50 financial institutions to provide “buy and sell” recommendations to the portfolio managers at The Capital Group. Additionally, he was afforded the opportunity to work extensively with some of the greatest minds in the business, including Michael Goldstein, Guy Moszkowski, Sallie Krawcheck, Kurt Cerulli, Avi Nachmany, Steve DeLano, Neil Bathon, Steve Eisman, Dean Eberling, Sandy West, Paul Schaeffer, Paul Haaga, Don Conlan, and Graham Holloway.

 

In 1998, Dan left The Capital Group to help start Lovell Minnick Partners, a private equity firm focused on investing in the wealth and investment management industries. Dan’s experience with valuing, buying, and adding value to the boards of wealth and investment management firms was the genesis for the formation of ECHELON Partners.

 

 

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© ECHELON Partners 2019. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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