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Daniel J. Perullo, CFA

Daniel J. Perullo, CFA

Client Service Officer

Mr. Perullo is a member of the client services team. Prior to joining Logan Circle Partners, he was the director of sales for Delaware Investments. Prior to joining Delaware Investments, he was vice president of institutional sales at Harbor Capital Management. He also served in institutional marketing and sales roles at UAM Investment Services, Foreign & Colonial, and Fidelity Investments. He has completed his Officer Basic Course in the United States Army and served eight years in the Army Reserves. Mr. Perullo received a Bachelor of Science degree in business administration from the University of New Hampshire. He served on the Advisory Board for the Whittemore School of Business & Economics at the University of New Hampshire. He holds the FINRA Series 7 (Registered Representative) and Series 63 (Uniform Securities Agent) licenses and is a CFA® charterholder.