Mr. Shaver, CEO & Co-CIO, co-founded DAC in January 2004. He also manages client accounts as a Portfolio Manager and is a member of the Investment Committee. Prior to co-founding DAC, he was Vice Chairman/President & CEO of GoldK, Inc./GoldK Investment Services, Inc. He has held executive positions with State Street Research Investment Services, Inc., John Hancock Fund, Inc., Oppenheimer Management Corporation, and Mosely Hallgarten Estabrook & Weeden, Inc. Mr. Shaver is a graduate of Dartmouth College (BA). From 2005 to 2012, Mr. Shaver was President and Interested Trustee for the Dividend Growth Trust, and from 2006 to 2010, was the Chairman of the Spring Island Trust. From 2013 to 2016, he served as Chairman of the Spring Island Trust Foundation. Mr. Shaver also serves as a Portfolio Manager of the GS Rising Dividend Growth Fund’s MLP Portfolio.
Years of Investment Experience: 45
Mr. Ghoston joined DAC in April 2010 as the Chief Operating Officer and the Chief Compliance Officer. In 2014, he was named President. Prior to joining DAC, he was President and Chief Executive Officer with Unified Fund Services (previously a wholly owned subsidiary of Huntington Bank). While there, he also held positions including Executive Vice President of Operations, where he was responsible for sales and P&L, Senior Vice President of Fund Accounting and Fund Administration, Chief Technology Officer, and he led oversight of Risk and Compliance. He has held executive positions with Huntington Trust Mutual Funds and Unified Series Trust, Ameriprise Advisor Trust and Valued Advisor Trust. He is a graduate of Tulane University (MBA) and studied executive leadership training at Ohio State University. He is a member of the Operations and Technology Committees for the Investment Company Institute.
Years of Industry Experience: 29
Ms. Wang joined DAC in June 2008 as a Research Analyst and was responsible for stock selections across different sectors. From 2012-2016, she served as DAC’s Director of Equity Research, overseeing Dividend Growth Stocks and Master Limited Partnership (MLP) research. Ms. Wang is currently responsible for the Energy/MLP strategy, including stock selections and portfolio construction within these sectors. In addition, she was promoted to Co-CIO in April 2019. Ms. Wang is a member of both the Investment and Management Committees. She is a graduate of Georgia Southern University (MBA) and Swiss Management University (BBA), earned the CFA® designation in 2012, and the CIC® designation in 2013. She speaks Chinese, English, and conversational French. Ms. Wang also serves as a Portfolio Manager of the GS Rising Dividend Growth Fund’s MLP Portfolio.
Years of Investment Experience: 11
Mr. Johnson joined DAC as a Sr. Portfolio Manager for the Private Client Group from Fifth Third Bank in February 2017. While at Fifth Third, Mr. Johnson held the position of Senior Portfolio Manager, Vice President from 2003 to 2017. From 1990 to 2003, he held the position of Financial Consultant, Vice President at Smith Barney, formerly Shearson Lehman Brothers. Mr. Johnson is a graduate of Central Michigan University (BS, Economics and Finance). In addition, he earned his CFP® designation in 2004.
Years of Investment Experience: 28
Mr. Haley joined DAC in March 2017 as a Sr. Portfolio Manager for the Private Client Group. Jim has over 20 years’ experience in the investment and wealth management industry, having previously served as Client Advisor/Vice President for SunTrust Private Wealth Management. Previous positions include Client Advisor, Portfolio Manager, Wealth Planner and Business Development within several regional/national banks to include Bank of America-US Trust, BB&T and Wilmington Trust. He is a graduate of Campbell University (Master of Trust and Investment Management, Southeastern Trust School), and Siena College (BS, Finance). In addition, he earned his CFP® designation in 2014.
Years of Investment Experience: 22
Mr. Gerry joined DAC in October 2012 and currently serves as an MLP Analyst and Portfolio Manager. He is responsible for monitoring companies in the Energy/Master Limited Partnership (MLP) sector and making buy/sell recommendations to the Investment Committee. Prior to joining DAC, Mr. Gerry was a Senior Auditor for the Office of the State Auditor in New Jersey. He graduated summa cum laude from Rider University (BSBA) and with distinction from Rider University (Master of Accountancy having a concentration in Fraud and Forensic Accounting). Mr. Gerry is a member of the Board of Directors of The Religious Society of Free Quakers.
Years of Investment Experience: 7
Mr. Scully joined DAC in December 2015 as a Sr. Equity Analyst. His investment coverage responsibilities include companies in the Consumer Discretionary, Consumer Staples, and Healthcare sectors. Prior to joining DAC, he was in equity research with The Capital Group Companies and an investment banking associate in the Energy & Financial Divisions for Credit Suisse First Boston. He is a graduate of Georgetown University (MBA) and Kenyon College (BA). He is a Big Brother through Big Brothers Big Sisters of America and served as a Director of New Directions for Veterans from 2010 to 2014.
Years of Investment Experience: 10
Ms. Stanley joined DAC in March 2012 as an Office Administrator & Receptionist. From 2013-2018, she held the positions of Portfolio Administrator & Client Services Representative and Client Services Manager & Sr. Portfolio Associate. Currently, Ms. Stanley serves as a Client Relationship Manager and is dedicated to building and maintaining relationships with clients and peers. She is responsible for maximizing the client experience through ongoing and proactive communications including coordinating client events, sending client communications and assisting clients on non-investment related topics. Ms. Stanley also works very closely with our Client Services team to ensure clients are receiving the highest level of satisfaction. Prior to joining DAC, she was a Financial Advisor at Edward Jones and a Member Services representative for Callawassie Island Club. She is a graduate of Ashland University (BA, Finance) and she is a former member and officer of the Institute of Management Accountants.
Years of Industry Experience: 8
Mr. Cherewko joined DAC in October 2015 as a Portfolio Associate in Client Services. In his current role, he serves as a point of contact for all clients and is responsible for ensuring an outstanding client experience. Greg is charged with establishing new client accounts as well as maintaining existing relationships. In addition to working with clients, he serves as a point of contact for outside brokers and directly supports the Firm’s portfolio managers. Greg has over 20 years’ experience in the investment and financial services industry having previously served as a Trust Administrator for Bank of America, a Private Client Advisor for Wilmington Trust Company, and a Licensed Financial Services Representative for TD Bank. He is a graduate of Towson University (BA) and attended the ABA National Graduate Trust School.
Years of Industry Experience: 20+
Mr. Livingston joined DAC in April 2011. He is currently responsible for the Firm’s financial results, cash forecasting/management, financial projections, IT planning and maintenance and facilities management. Prior to joining DAC, Troy served on active duty with the United States Marine Corps for 20 years. He is a graduate of Lipscomb University (BS) and serves his local community as a Deacon with Community Bible Church and as a coach with local youth sports.
Years of Industry Experience: 8
Mr. Parrott joined DAC in March 2012. He is responsible for overseeing daily, weekly, and monthly trading activities including allocations and reconciliations, performance requests and reporting, monitoring custodians, composite performance maintenance and reporting, GIPS reporting, system integrity, audits and controls, and overseeing DAC proxy voting. He also serves as chair of the Best Execution Committee. Prior to joining DAC, he was a Senior Operations Specialist with Thomson Reuters. Previous positions include Client Solutions Specialist with UMB Bank/JPMorgan Chase, Operations Analyst with Bank of America, and Auditor with State Street Bank. Mr. Parrott is a graduate of Saint Anselm College (BA) and Dale Carnegie Leadership Training.
Years of Industry Experience: 15
Ms. Jordan joined DAC in February 2014 as an Operations Associate and was named Trader in 2016. She is responsible for all trading, including allocations and reconciliations, producing report requests, maintaining trade order and client relationship management systems, and processing new and closed account documents. Prior to joining DAC, she was a Trader and Administrative Assistant for Rushmore Capital, Inc., Trader, Sales and Administrative Assistant for Domestic Securities, Inc., and Trading and Sales Assistant for MH Meyerson Inc.
Years of Industry Experience: 25+
Mrs. Conti joined DAC in December 2012. She is responsible for assisting Client Services, answering incoming calls, supply maintenance, event planning, travel arrangements and miscellaneous administrative support. Prior to joining DAC, she was an Executive Assistant for Sand & Sebolt, LPA. She has held Executive Assistant positions with NACCO Industries, Inc., Developers Diversified Realty Corp., and GOJO Industries. She studied Business Administration at Kent State University and Notre Dame College of Cleveland.
Years of Industry Experience: 20+