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Daniel Head

William Jewell College-Liberty, Missouri Bachelor Of Science In Business And Finance

With more than three decades in the industry, Daniel has advised clients alongside 6 presidents, 4 Fed Chairs and both tremendous growth and turmoil in the financial markets. The Dow is up more than 20-fold since Daniel’s career began, yet many of the most memorable moments center around navigating the uncertain times. It is in direct response to such times that Daniel spearheaded the development, implementation and management of the risk management strategies our team utilizes today.

A native of Brooklyn and a graduate of William Jewel College, Daniel has called Knoxville home for nearly 40 years. Throughout his career, Daniel has been an innovator and often non-conventional. Daniel began his career as a Broker Consultant for Cigna, then called Connecticut General. Shortly after, he was recruited by Paine Webber. After 6 years with Paine Webber and 7 years with Dean Witter, Daniel returned to Paine Webber in 1994. In the early 1990’s, Daniel developed a team focused on wealth management– a full decade before the concept was widely accepted. With stops at three major wire-houses along the way, Daniel found his permanent home in the independent channel in 2016 as Head Investment Partners.

Daniel is a proud father to two children (Liana and Nathaniel) and an active member of his church. He and his wife Carleen share a passion for fine food, wine and travel. Being true animal lovers, they have two dogs and two cats. Although he enjoys the outdoors and all sports, the wear and tear on his knees and ankles has slowed his enthusiasm for extreme skiing and full-court basketball. These days, you are more likely to find him playing golf.

With more than 100 years of collective experience, our team embraces a client-first culture and focuses on building genuine relationships that last.

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Reliability of Sources The articles and opinions expressed in this document were gathered from a variety of sources, but were reviewed by Head Investment Partners,LLC prior to its dissemination. All sources are believed to be reliable but do not constitute specific investment advice. In all cases, please contact your investment professional before making any investment choices.

Return on Products The return assumptions are not reflective of any specific product, and do not include all fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. The return and principal value of the investments will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.

Opinions Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.

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