Bio

Daniel Hess is a Director on the Principal Financial Officer (PFO) Services team at PINE serving as PFO, Treasurer and/or Assistant Treasurer for a variety of SEC-registered investment funds. In this role, he serves clients by reviewing financial reports and regulatory filings, coordinating annual audits, managing fund expenses and distributions, reporting to oversight boards and overseeing fund administrators and other providers.

Dan has been active in the investment fund industry since 2001 after spending several years at PricewaterhouseCoopers LLP. He previously held positions with U.S. Bancorp Asset Management, U.S. Bancorp Global Fund Services, PFM Asset Management and PFM Fund Distributors. He has experience overseeing both internal and external mutual fund accounting, administration and other service teams. He has held various roles as a broker/dealer Financial and Operations Principal, as Treasurer and Secretary of several SEC-registered investment funds, and as principal financial officer for numerous local government investment pools. He holds a Bachelor of Science in Accounting with a minor in Management Information Systems from Pennsylvania State University. He is a licensed CPA in Pennsylvania, and currently holds FINRA series 6, 26, 28, 63, 99 and SIE licenses and previously held a series 51 license.

In his personal time, Dan enjoys traveling and spending time outdoors hiking, kayaking and boating with his wife and their three children and dog. He also is an Eagle Scout and volunteers as a leader with his sons’ scout troop.