We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.

Archives: Team Members


  • C. Troy Shaver, Jr.

    Mr. Shaver, CEO and 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., […]

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  • John C. Swhear

    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. […]

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  • Troy Livingston

    Mr. Livingston joined DAC in April 2011 as the Controller. He was promoted to CFO in June 2020, and is currently responsible for the Firm’s financial results, cash forecasting/management, financial projections, ESOP, HR, and IT management. Prior to joining DAC, Troy served on active duty with the United States Marine Corps for 20 years. He […]

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  • Jonathan W. Parrott

    Mr. Parrott joined DAC in March 2012 as the Operations Manager. He was promoted to the Chief Operations Officer in July of 2020. 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 […]

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  • William D. Ford

    Mr. Ford joined DAC in August 2019 as the Managing Director of Institutional Sales. He is now head of the Institutional Asset Management Group and is a member of DAC’s Executive Committee. Prior to DAC, Mr. Ford served as Vice President of strategic accounts for The Arboretum Group, an alternative investment firm specializing in private […]

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  • James Haley

    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 […]

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  • Marc Saurborn

    Marc joined DAC in 2022 and has over 25 years of experience in investment research and portfolio management. He has managed both institutional and private client portfolios with a variety of investment mandates. Prior to joining DAC, Marc was the Chief Investment Officer of the Legacy Foundation, where he managed investment and retirement portfolios for […]

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  • Peter G. Gerry, III

    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 […]

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  • Alex Meintel

    Alex joined DAC in October 2021 as a Portfolio Manager for the Private Client Group. Before joining DAC, Alex was a Vice President at Goldman Sachs in the Tactical Research Group responsible for writing thematic equity research. Prior to Goldman, Alex was a senior research analyst at Renaissance Macro Research, a boutique macro research firm […]

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  • Lisa Jordan

    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 […]

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