Meet the Founder — MBA, UCLA
Dan Hassey's passion for investing began over forty years ago. With an MBA from UCLA (Class of 1980) and a career spanning Merrill Lynch, Paine Webber, Fidelity, Charles Schwab, and his own registered investment advisory practice, he has spent decades helping everyday investors understand markets and build wealth.
As a Senior Research Analyst at James DiGeorgia & Associates, Dan's energy stock recommendations achieved a cumulative return of ~233% since inception in 2004 — this service is now closed. His Baby Boomer Portfolio service — focused on income, safety, and cash flow — generated consistent income averaging roughly 10% annually since inception in 2008, and is also now closed.
Dan's research is read all over the globe — by everyday investors in China, India, Pakistan, Mexico, Latin America, and Russia. He brings that same investment education directly to colleges, universities, and student organizations including SHPE. His mission is simple: take the mystery out of investing for young people and give them the tools to build lasting financial independence.
Profile photo coming soon.
Experience & Background
Four decades of real-world experience across every corner of the investment industry.
Wall Street Career
Merrill Lynch Beverly Hills, Paine Webber, Fidelity, and Charles Schwab — where Dan helped build the Virtual Team for Fundamental Analysis, serving active traders and high net worth clients nationwide.
Published Research
14+ years as Senior Research Analyst for investment newsletters. Energy stock picks up ~233% since 2004 (this service is closed). Monthly market outlooks and macroeconomic analysis still read by investors around the world.
Teaching & Seminars
Developed investment courses for Schwab's national training department on Fundamental Analysis and Macroeconomics. Now bringing that same education to students at colleges, business schools, and organizations like SHPE around the world.