Prior to joining WealthSource, Dante was a Portfolio Analyst at American Financial Network Advisory Services, LLC (“AFN”) where he was responsible for security and manager research, trading, and speaking with 150+ clients about their portfolio allocations and financial goals. During his time at AFN, Dante oversaw the development of the firm’s investment platform, which included the implementation of a new trading system, building investment models, and restructuring and helping to lead AFN’s Investment Committee.
Dante graduated cum laude from the University of Texas at Dallas with a Bachelor of Science degree in Finance. While earning his Bachelor’s degree, Dante presented research that he authored at the University of Cambridge and Oxford University. He is currently completing his last year in the Master of Business Administration degree program at the University of Texas at Dallas.
Dante currently lives in Dallas, TX with his wife and two cats. In his spare time, he enjoys working out, spending time with his family, and traveling.