DAN KULLMAN – Director of Education and Training
Dan is Toews’ Director of Education and Training. He is passionate about helping advisors and their investors overcome common and corrosive biases. He has been instrumental in translating behavioral investing theory into practical tools and processes for the advisory community. He helps develop and oversee Toews Managing Investor Behavior™ Workshop and Coaching program. He also facilitates communications between the investment management team at Toews and its partners and producing advisors. Dan started his career as a stock-broker for Lehman Brothers, before becoming a founding member of an equity and fixed income money manager and more recently acted as an advisor consultant with FTJ Fundchoice. He received a BBA in Finance from the University of Houston in 1992 and holds a Series 7 and 65 licenses. He lives in Houston, TX with his wife and daughter.