Daniel J. Mintz

Principal, Director of Equity Research

(626) 792-2228  

Dan joined the firm in 2017 to conduct fundamental equity research, primarily on high-quality mid- to large-capitalized companies. The Director of Equity Research since 2024, he works closely with members of the research team on rendering buy/sell recommendations, creating valuation models, and conducting ongoing due diligence. Prior to joining Clifford Swan, Dan was an Investment Analyst at Holdsworth & Co., LLC. Previously, Dan held positions in equity capital markets at Collins Stewart LLC and Bank of America Merrill Lynch.

“I believe that great investment insight comes from pulling multiple threads while constantly asking ‘why?’ I enjoy helping our counselors deliver the world-class advice our clients deserve.”

University of California, San Diego, Bachelor of Science, Economics, 2006
University of Southern California, Master of Business Administration, 2015

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