Portfolio Manager

  • 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. In addition, he earned his CFP® designation in 2004.

  • 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.

  • 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.