Dan English, CPA®, M-TX

Family Office Relationship Manager, Senior Vice President

Dan English has over 30 years of tax, financial and operations experience. Prior to joining Rockefeller, he served as the Senior Vice President of Finance from one of Atlanta’s largest privately held companies. Prior to this, he was an executive financial controller with a Berkshire Hathaway subsidiary for nearly 20 years. As he holds a Masters degree in taxation, he was a tax manager with Arthur Andersen in Atlanta, Georgia. With several of these roles, he managed all aspects of income tax, financial management and reporting, income tax planning, operations management and M&A. Dan’s focus on the team will be to coordinate all aspects of our clients’ tax affairs and financial reporting, interfacing regularly with each client’s accounting team. Additionally, Dan will integrate his tax knowledge into our team’s day to day investment management, enhancing our ability to make proactive investment decisions. Dan is a licensed CPA and holds an undergraduate degree in Business, Accounting andFinance from the University of Colorado, Boulder in addition to his Masters in Tax.