Home /  Our Affiliated Investment Family /  Broyhill Asset Management /  Dan J. Wakin
Mr. Wakin is President and Chief Investment Officer of Broyhill Wakin Capital Advisors, a division of Broyhill Asset Management. He also serves as Chief Investment Officer and as a General Partner to The Broyhill All-Weather Fund, LP, a multi-strategy Fund of Funds. He serves as Managing Director of BMC Fund, Inc. where his primary responsibilities include evaluating, allocating, and monitoring, BMC's Hedge Fund investments. Mr. Wakin is a founding principal and Managing Member of Surety Partners, LLC. Mr. Wakin directs and manages most of Surety Partners, LLC investments as well as oversees its day to day operations. He is also registered as a representative and registered principal with Synergy Investment Group, LLC, an unaffiliated registered broker/dealer, Member of FINRA and SIPC, from 2001 to present.
Prior to Synergy Investment Group, LLC, Mr. Wakin was a registered representative with Capital Investment Group, LLC from 1995 to 2001. He was Investment Officer for First Citizens Investment Services, 1994 to 1995 and an Investment Officer for First Union Investment Services, 1993 to 1994. Prior to that, he was a Financial Consultant for A.G. Edwards & Sons, 1991 to 1993 and Portfolio Manager for Shearson Lehman Brothers, 1986 to 1991. He began his investment career with Merrill Lynch in 1983.


