Dan Lawler

Dan joined the client operations team at Baker Street Advisors in July2024.

Prior to joining Baker Street Advisors Dan worked on the NYSE for a broker-dealer. After relocating to Florida, Dan spent 6 years at MD Solutions LLC, an outsourcing firm for portfolio accounting software including Advent products. At MD Solutions he was elevated to Team Lead for Outsourcing Services specializing in operations including reconciliation, reporting, performance, and platform implementation.

Dan graduated from Baruch College with a B.S. in Finance and Investments and minors in History and Business Law.