Principals
Dan Policy , Managing Director
Daniel A Policy, Dan has over 13 years of diversified business experience including investment
decision making roles within large and small companies both domestically and internationally. His
journey began in New York City with investment banking firm Morgan Stanley. Since then, he has
launched the Morgan Stanley European Real Estate Securities fund from Amsterdam, Holland, directed a
Bay Area Internet Startup, and successfully acquired, restructured, and sold a struggling niche
software company in Ohio.
Dan has bachelor degree in accounting from the University of Notre Dame and a Law Degree from
the University of California, Hastings College of the Law.