M-F : 8:30am–4:30pm
C. Troy Shaver, Jr.
Chief Executive Officer, Co-Chief Investment Officer
& Portfolio Manager

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: 46

John C. Swhear, Esquire
Chief Compliance Officer

Mr. Swhear joined DAC in June 2020 as the Chief Compliance Officer. He provides Chief Compliance Officer services to clients as a Partner of Practus, LLP, a full-service law firm. Prior to joining Practus, John served as Chief Compliance Officer and associate counsel at David A. Noyes & Company, Noyes Advisers and Winthrop Capital Management. He also served as Associate Director of Fund Administration and Associate Director of Compliance at Ultimus Fund Solutions; VP of Legal, Compliance and Risk, Huntington Asset Services (wholly-owned subsidiary of Huntington Bank) as well as various other executive positions. John earned a Doctor of Jurisprudence from Indiana University School of Law and a Bachelor of Arts degree from Ball State University with a major concentration in computer science and minor concentrations in business and Spanish. John is admitted to practice law in the State of Indiana. He holds FINRA licenses Series 6, Series 7, Series 26 and Series 24. John has been married for 32 years, and he and his wife have four children.

Years of Industry Experience: 25+

Ying "Susie" Wang, CFA®, CIC®
Co-Chief Investment Officer, Director of Investment Strategies & Portfolio Manager

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 the Director of Investment Strategies and was promoted to Co-CIO in April 2019. She 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: 13

Troy E. Livingston
Chief Financial Officer

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: 9

Jonathan W. Parrott
Chief Operations Officer

Mr. Parrott joined DAC in March 2012 as the Operations Manager and was recently promoted to the Chief Operations Officer. 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+

Alan E. Johnson, CFP®
Sr. Portfolio Manager - Private Client Group

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: 30

James Haley, CFP®
Sr. Portfolio Manager - Private Client Group

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: 23

William D. Ford, CFP®
Managing Director of Institutional Sales

Mr. Ford joined DAC in August 2019 as the Managing Director of Institutional Sales. Mr. Ford’s 20-year background in the financial services industry includes mostly recently serving as Vice President of strategic accounts for The Arboretum Group, an alternative investment firm specializing in private credit programs. He also has overseen and managed business development efforts for American Century Investments, Guardian Investor Services, MetLife and Putnam Investments. Mr. Ford has a bachelor’s degree with a concentration in business administration from the University of New Hampshire and is a Certified Financial Planner™ professional.

Years of Investment Experience: 20+

Peter G. Gerry, III
Portfolio Manager & MLP Analyst

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: 8

Philip T. Scully
Sr. Equity Analyst

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: 11

Rachel L. Stanley
Client Relationship Manager

Ms. Stanley joined DAC in March 2012 as an Office Administrator & Receptionist. From 2013-2018, she held various positions in Client Services, including Portfolio Administrator and Client Services Manager. In her current role as Client Relationship Manager, she works closely with our Client Services team and Portfolio Managers to deliver the highest quality service and solutions for clients. She is also responsible for coordinating client events and communications. Prior to joining DAC, she was a Member Services representative for Callawassie Island Club and a Financial Advisor at Edward Jones. 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: 9

Gregory Cherewko
Client Services Manager & Sr. Portfolio Associate

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+

Lisa A. Jordan
Trader & Operations Associate

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+

Joyce Conti
Client Services & Portfolio Associate

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+