Dan McConlogue, AIF/PPC®
Dan McConlogue, Accredited Investment Fiduciary®/Professional Plan Consultant™, is Director of Corporate Retirement Plans at Ritholtz Wealth Management. Dan is an Accredited Investment Fiduciary and a Professional Plan Consultant and works closely with private clients that he has served for almost 20 years. Dan helps corporate and not-for-profit clients of the firm on the design, development and ongoing management of their Qualified Retirement Plans.
Dan provides firm clients with the necessary process to ensure compliant practices, which is an ongoing regulatory mandate. He helps Sponsors identify their goals and review their existing plans. When necessary, Dan assists in the design and transition to new plans.
Prior to joining Ritholtz Wealth Management, Dan founded Eleven O’clock Associates in 1997 and served as its CIO. Eleven O’clock Associates – a fee-based investment advisory firm, merged into Ritholtz Wealth Management in January of 2016. Previously Dan was the CFO of the largest commodity and energy trading firm in the US and has held various board positions for both publically-traded and nonprofit companies over the last 25 years. Dan was born and raised on Long Island, NY. He graduated from Providence College and is active in his community, most often associated with the Harry Chapin Food Bank in Fort Myers, FL. Dan and his wife Rose, and several of their adult children (and grandchildren), live near the Gulf of Mexico in south Florida. Dan travels extensively to visit clients, deliver retirement saving seminars and to frustrate himself on any golf course that will have him.